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To: fyodor_ who wrote (68408)	1/20/2002 1:55:58 PM
From: herb will	Read Replies (2) \| Respond to of 275872

Fyo "It would be nice to have a profit/loss breakdown of the "Core Products"." You mean like Intel does? Segment Reporting 12/31/01 Architecture Business Group Revenues 5793 Operating Profit 1813 Intel Communications Group Revenues 590 Operating Profit -129 Wireless Communications Revenues 518 Operating Profit -20 All Other Revenues 82 Operating Profit -656 Total Revenues 6983 Operating Profit 1008 Herb

To: fyodor_ who wrote (68408)	1/21/2002 3:37:56 AM
From: Petz	Respond to of 275872

It would be nice to have a profit/loss breakdown of the "Core Products" (Flash and CPU) I think the SEC may require this in the future, I remember hearing something about it. I hope they also prohibit practices like transferring expenses from one division to another, as Intel does with it's "Other" division. When flash was going gangbusters 18 months ago, the Bees were claiming that all AMD's profits came from flash. Last quarter flash sales were down from $458M in Q4'00 to only $196M. Yikes! If we assume that flash had a profit of $100M in Q4'2000 (more than half of the $178M reported), and given the fact that this is a 2/3 fixed cost business, that would mean costs on the $196M of sales were 358-(1/3)*(458-196), or $271M. That would mean that the flash division lost $75M in Q4, which dwarfs the operating loss of $18M. Petz