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

To: Joe NYC who wrote (217534)11/22/2006 10:25:05 PM
From: Sarmad Y. HermizRead Replies (1) | Respond to of 275872
 
>> One figure I will be paying special attention to is margin dollars from the CPU part of the business.

I have the feeling it will be near impossible to get that figure unbundled from the combined figure. AMD may release it if they think it will high-light how good the CPU business is. The problem with that is it will also high-light how much their purchase of ATI is diluting their EPS.



To: Joe NYC who wrote (217534)11/23/2006 3:14:08 AM
From: PetzRespond to of 275872
 
From your reply it seems that Sarmad does not realize that analysts will cut AMD a lot of slack for ATI's results in the 1st one or two quarters after the merger.

Petz


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