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

To: jjayxxxx who wrote (184446)	1/20/2006 1:21:10 AM
From: Petz	Read Replies (1) \| Respond to of 275872

Good choices for now. As I said, I think that before the end of 2006 AMD will be splitting CPU rev into 2 or 3 categories, since the current split between CPG, PCPG and OTHER is almost meaningless. I like the fact that estimating CPG profit and total profit (in the form of earnings per share) puts greater weight on earnings, the primary determinant of investment value. If its possible, it would be great to figure out a way to make the Spansion Total Rev category optional -- if omitted, add 1.00 or 1.25 to the score, making it more difficult to win, but not impossible. Petz