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

To: brushwud who wrote (201296)6/9/2006 2:43:29 AM
From: PetzRespond to of 275872
 
OK, my bad. Now I recall that the original statement in January that depreciation would be "front-end loaded" did NOT mean that it would start declining after H1, but that the rate of increase would slow. Thank you for bringing those neurons back to life. In fact, I remember arguing exactly that point against analysts who thought AMD must be slowing the ramp and cancelling 65nm because depreciation was lower than they had mistakenly assumed.

Petz


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