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

To: jjayxxxx who wrote (184310)1/19/2006 11:17:58 AM
From: Joe NYCRead Replies (1) | Respond to of 275872
 
jj,

I don't know if there would be enough interest, but maybe we could have Spansion as a separate contest (along with AMD, INTC).

I would not do Spansion revenue as a category for AMD. I would do the non-cash P&L entry that will go into AMD books to be a separate category.

Joe



To: jjayxxxx who wrote (184310)1/19/2006 12:31:38 PM
From: TGPTNDRRespond to of 275872
 
JJ, Re: looking for some comments/votes>

Total Revenue, EPS are the only things I care about that're reported in the CC.(I'm also interested in Units and *VERY* interested in Geode by type, but that's not broken down so...)

For the sake of those who care, Revenue CPU, Total.

I'd forget any specific Spansion line. It falls into EPS.

-tgp



To: jjayxxxx who wrote (184310)1/19/2006 11:35:28 PM
From: PetzRead Replies (1) | Respond to of 275872
 
I like CPG profit (for AMD at least) as a replacement category. ALmost as much I would like CPU revenue market share. This is redundant for those who enter both contests, but many don't enter the Intel contest.

Petz


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