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: tcmay who wrote (74666)	3/15/2002 2:42:26 PM
From: Tony Viola	Read Replies (1) \| Respond to of 275872

Tim, And I don't buy the point Tony made that the consensus is that flash is what nuked them this last time around. Don't give me credit for that one. I said that was the reason some AMDers gave, and I'm no AMDer. Tony

To: tcmay who wrote (74666)	3/15/2002 3:06:13 PM
From: Yousef	Respond to of 275872

Tim, Re: "Must be because of those accounting tricks that are giving Intel gross profits of $2 B a quarter (even $5 B a year ago) while "tricking" AMD into losing money consistently for many years." Intel is just using "smoke and mirrors", their Fabs are not "real". Just ask Ali "architecture thingy" Chen or Albert "mad russian" Kovalyov to "explain" everything. Their delusions are very "real" to them. <ggg> Make It So, Yousef

To: tcmay who wrote (74666)	3/15/2002 6:49:46 PM
From: Dan3	Read Replies (1) \| Respond to of 275872

Re: Fact is, Intel produces enough gross profit per quarter, even now, to pay for a brand-new $2 billion fab each and every quarter. Numbers in Millions except for the last one. Intel's profits for the past 4 quarters: Income before taxes $794 $137 $346 $906 = $2,183 Capital costs for the past 4 quarters: ($1,136) ($1,365) ($2,144) ($2,664) = $7,309 Capital costs counted as expenses for the past 4 quarters: $1,093 $1,054 $1,050 $934 = $4,131 Difference between actual capital costs and what was admitted to in the earnings statement $7,309 - $4,131 = $3,178 Income before taxes minus deferred capital costs = -$2,183 Intel lost $2,183,000,000 as an ongoing operation last year.