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


To: jjayxxxx who wrote (222464)1/8/2007 4:46:57 PM
From: PetzRespond to of 275872
 
Just wanted to point out that some of jj's options are non-conflicting. I recommended both
1 - replace flash revenue with gross margin
and
5 - Use CPU revenue (not profit) for AMD, making it like Intel

A potential "gotcha" with (5) is that AMD's "Computing Solutions" segment will add ATI chipsets and Embedded CPU's starting in Q1. The CPG revenue or profit has always included AMD chipsets. Intel's "CPU Revenue" totals have always included embedded CPU's and Itanium CPU's, but do not include any chipset revenue. So they will still not be exactly equal. (:o/
Slide 148: epscontest.com

Petz