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

To: Pravin Kamdar who wrote (70818)	2/6/2002 7:57:08 PM
From: Pravin Kamdar	Respond to of 275872

I was just at Circuit City. All P4 systems, except one, from Campaq and HP were using DDR DRAM. The last time I checked, they were all standard DRAM. Explains the big jump in DDR pricing. Also, the only Athlon XP system (Compaq) did not have DDR. And, half of the laptops were AMD. Pravin.

To: Pravin Kamdar who wrote (70818)	2/6/2002 8:13:19 PM
From: chuckles58	Read Replies (2) \| Respond to of 275872

Intel's auditor for 2000 was Ernst & Young, same as AMD. There has been quite a bit reported recently, on CNBC for example, that the use of pro forma earnings vs. GAAP earnings could be deceptive, or at least confusing. This is the area Intel has probably the most exposure. The new rules (beginning 1/1/2002) dealing with valuing goodwill from acquisitions as opposed to ratable amortization could jump up and bite Intel and others this quarter. That's alright, just put it after pro forma earnings and nobody will get hurt. Look what that item did to Nortel a few quarters ago. I'm a little worried AMD could get caught in the downdraft. I sold last week at $16.40 anticipating a pull back. (Good call on my part). I panicked and bought 3/4 back in at $16.37 and sat on it. (Poor execution on my part) :-( Good thing I've diversified a little over the last 12 months, these drops in AMD don't hurt as much. Still sitting on 200+% profit on COVD since early December, and looking for more. :-) CB

To: Pravin Kamdar who wrote (70818)	2/6/2002 8:15:45 PM
From: hmaly	Respond to of 275872

Pravin Re...I heard it, too. Could you, or someone with the time, please summarize what was discussed earlier on this thread about how Intel has reported earnings all year, but has really lost book value (negative cash flow?) and send it to the guy at the Wall Street Journal that is doing all the Enron stories.<<<<<<<< How would that help us? Any hint of trouble at Intel has always meant AMD's stock gets hit. Jerry will get blamed, because he forced Barret to sell all of those stock options and buy a bigger limo.

To: Pravin Kamdar who wrote (70818)	2/6/2002 8:38:02 PM
From: Tenchusatsu	Respond to of 275872

Pravin, <please summarize what was discussed earlier on this thread about how Intel has reported earnings all year, but has really lost book value (negative cash flow?)> Ever wonder why this has not made headlines, except among the 'Droids? Hint: It has something to do with stock buyback. Tenchusatsu

To: Pravin Kamdar who wrote (70818)	2/6/2002 8:48:50 PM
From: niceguy767	Respond to of 275872

Pravin" "I heard it, too. Could you, or someone with the time, please summarize what was discussed earlier on this thread about how Intel has reported earnings all year, but has really lost book value (negative cash flow?) and send it to the guy at the Wall Street Journal that is doing all the Enron stories. These accounting stories are hot right now. Time to strike during this window of opportunity. A writer could make a name for themselves by breaking the Intel story." INTC is not in Enron's league...As posted a few minutes ago, their costs/NI have shown a substantial increase since FY98 on flat revenues...and that is good...whether or not good enough is a difficult call...(personally, I think p4 costs may be understated but that's my own bias...)...I'll defer to Dan3 on your suggestion...