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

To: niceguy767 who wrote (82653)	6/16/2002 6:08:11 PM
From: ptanner	Read Replies (1) \| Respond to of 275872

niceguy, re: depreciation rates "The point I was attempting to make was that INTC's PPE rose by $6 billion over the 2 year period since the close of FY99 compared to AMD's $0.2 increase." Yes, Intel had a large increase in PPE during this interval. Since 1996 Intel also had a larger percentage increase but not so dramatic. This could also be seen as a concern that AMD may be falling behind in production potential. "For INTC to write off the same percentage of PPE in this interval as did AMD, INTC's write off would have to have increased by over $5 billion...For whatever reason, AMD is writng off, as a percentage of PPE, about 5 times as much per annum as is INTC, since FY99 (i.e. post Athy)." This is just not right. During FY00 and FY01 Intel's depreciation was about 28% of its net PPE from the prior year end while AMD's depreciation was about 23% of the prior year net PPE. I consider these to be comparable values. -PT