Advanced Micro Devices Inc (AMD)

[jhalada]

chipguy,

Itanium allies have pledged to spend $10 billion advancing the Itanium technology and market in the next five years, and $1 billion a year of that is from HP, he said.

There is quite a difference between concepts of:
- advancing the Itanium technology
- R&D line on a quarterly statement

Under the loose standard of "advancing the Itanium technology", most of SGI's expenses would be comparable, not just the narrow R&D line.

re: Why are HP figure fake? Because nobody invests 29% of R&D in part of the business that brings in 1.19% of revenue. HP certainly does not.

Yeah sure Joe. Hurd is a blatant liar.

I am saying that HP is not spending 29% of its R&D in area that generates 1.19% of revenue. Paraphrased Hurd statement said nothing about R&D dollars, only about vague "advancing Itanium" dollars.

At this point, it would be a good time for you to concede one of 2 points, either the vague 10B figure, or that comparable SGI vague figure is far beyond the strict R&D line.

Since the $10B myth is something you will have to maintain in the future, I figure that conceding that SGI pledge was a lot more than $400M would be a lot more convenient for you...

Joe