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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?


To: Jim McMannis who wrote (64988)12/5/2001 4:12:44 PM
From: TGPTNDRRead Replies (1) | Respond to of 275872
 
Jim Re: <Joe mentioned something about big OEMs waiting for nForce boards but nForce not yet up to speed.>

Could be, but I can't picture any Mfgr. Counting on nForce boards for this Q. Makes no sense at all. You don't bet Christmas 'on the come', and NVDA's attention *HAS* to be on X-BOX first.

Re: <If so, it once again goes back to the AMD infrastruture problem.>

Yeah, that's why INTC got into the chipset/MOBO biz in the first place. They couldn't count on second source for chipsets. What a sorry situation if true.

tgptndr



To: Jim McMannis who wrote (64988)12/5/2001 6:22:11 PM
From: milo_moraiRead Replies (1) | Respond to of 275872
 
<font color=red>;SEC warns on numbers [Pro Forma]
December 4, 2001: 6:36 p.m. ET

Earnings data on 'pro form' basis should be viewed skeptically.


NEW YORK (CNN/Money) - The nation's top securities regulator warned Tuesday that companies could be sued if they mislead investors by issuing confusing so-called "pro forma" financial results, weighing in on an issue of increasing concern to analysts and investors.

The Securities and Exchange Commission also warned investors to view such reports with "appropriate and healthy skepticism."

Companies discussing their quarterly profits usually report earnings from continuing operations, based on Generally Accepted Accounting Principles.
Increasingly, however, companies have reported "pro forma" results, which have no standards and pick out certain aspects of a company's business and highlight others, usually to the company's benefit.


Full Story money.cnn.com

Looks like things are going to change!

M.