Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: AK2004 who wrote (152720)	12/17/2001 5:14:34 PM
From: Tenchusatsu	Read Replies (2) \| Respond to of 186894

Albert, I get it. AMD is writing off existing fab deprecation as expenses. But AMD isn't spending as much money on cap ex yet, which is why they have a positive cash flow. (EDIT: If what Windsock was saying is true, then AMD really didn't have a positive cash flow.) Either way, AMD is reporting losses for last quarter, this quarter, and likely next quarter as well. That means their current fabs aren't producing enough revenue to offset the deprecation, i.e. AMD isn't making back the money they spent in the past. (At least they aren't right now, though they were back in the quarters they were reporting profits.) So talking about net positive cash flow in the face of negative profits is irrelevant, in my view. Tenchusatsu