Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Pancho Villa who wrote (65904)	10/6/1998 11:52:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Pancho - Re: "are the AMD earnings real or just a result of accounting creativity? " The earnings are "real" but it can be argued that they are not that impressive. AMD had $10 million interest income on cash that they borrowed which offset $21 million in interest expenses on the borrowed money. Realistically, they earned 1 million dollars or a penny per share. Next week, we will be able to compare that 1 million profit with Intel's quarterly profit - to compare apples to apples. Re: "Is the business as good as they say?" It appears so. Intel is running at near capacity and my guess is that they may be supply constrained. AMD appears to be demand constrained - that is, they can now produce more than they can sell - so they need to get more customers. What's new with you? How have you been holding up? Paul