Advanced Micro Devices Inc (AMD)

[facsnotfiction]

KeithDust2000
I believe there is still very significant uncertainty at AMD going forward. The info given on Flash doesn't add up. How can AMD attribute 211 million to Flash in Q2 with 50% split with Fujitsu, yet they claim with 60% that Flash Revenues will rise by 180 million. How do they come up with this math unless Fujitsu had really been taking more than 50% of the product previously. Going from 50% to 60% is a 20% increase, Yet 180 million as a percentage of 211 million is 85%. Plus expenses go up by 211 million while revenue goes up by 180 million in Flash in Q3. That means a bigger loss in Flash. My belief is AMD has to make inroads in this country because once again 73% of sales came internationally. I think Intel is putting the pressure on, trying to starve AMD to bankruptcy, and it seems to be working. Look at how Intel called companys before the April 22 intro of Opteron. My guess is that if things go south IBM will buy AMD. But the weaker AMD's balance sheet is, the cheaper IBM will be able to acquire AMD.