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

To: Monica Detwiler who wrote (79380)	5/5/2002 2:34:46 AM
From: SteveC	Read Replies (1) \| Respond to of 275872

Monica/Paul, give your fingers a rest. This is supposed to be a board on AMD, remember? It's not a private chat room between you and Elmer dedicated to seeing who can insult AMD shareholders the most in one day. Feel free to do that on the Intel thread. Once again Paul you are undermining not only the quality of this thread, but Silicon Investor as a whole.

To: Monica Detwiler who wrote (79380)	5/5/2002 1:03:18 PM
From: pgerassi	Read Replies (1) \| Respond to of 275872

Dear Monica: You must know that stock options cost Intel over a billion dollars last quarter. It was in their earnings statements. Subtracting just that out of their earning make them into losses. Like for the last three quarters. And no pro forma earnings means that the numbers everyone hears from now on will be those GAAP losses with the option expenses in there. Yes, AMD's losses will be greater than they stated but they had much less options both in number and cost than Intel so the relative losses will be higher for Intel. And the decreasing book value of Intel has shown this for many quarters while they claimed to be making large amounts of money. Funny, AMD's book value has been increasing during this same period. And when the "goodwill" finally is shown to be worth much less, Intel will take a hit bigger than AMD's revenues in this last year. As to the partnerships, AMD is quite forward in telling of the potential risks. Intel tells much less of their varied "Other" division. And it loses money faster than it gets in revenue (too many wild parties and big gift giving to management or perhaps too much corporate expenses allocated to it rather than the CPU and other presented divisions it should go to). Intel would like their acquisitions to work as well as FASL does. They just do not seem to make any money, just lose it hand over fist even before the future goodwill writeoffs come to pass. UMC may be more like FASL, but its too early yet to make any judgements. We will have to wait and see. Pete