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

To: Magrathea who wrote (190699)	3/24/2006 1:08:10 AM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

Magrathea, There is nothing like an acquisition to muddy the waters of the financial statements. Very true. The same happens during spinoffs, and for AMD, it came in unfortunate time when muddy waters obscured the great results of the CPU division. Joe

To: Magrathea who wrote (190699)	3/24/2006 3:44:32 AM
From: brushwud	Read Replies (2) \| Respond to of 275872

There is nothing like an acquisition to muddy the waters of the financial statements. Dell's Alienware acquisition is good for AMD. It has all of the good and none of the bad: Alienware's engineering, marketing, and support along with Dell's financing and supply chain management. Alienware's financials are unknown (and never will be), but its price has been estimated as $300 million, so if its sales are of the same magnitude, they are less than 1% of Dell's $56 billion. That isn't muddy. It isn't even material.