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Friday, October 17, 2003 2:44:37 AM
I think most of us started noticing this about 5 or 6 years ago.
AMD has been doing this for at least 5 1/2 years. Here's a snippet from their April 98 earnings report.
AMD
Selected Corporate Data
(Unaudited)
Product Line Breakdown Q1 98 Q4 97 Q1 97
% of % of % of
Sales Revenue Sales Revenue Sales Revenue
Communications Group
(CPD, LPD, NPD) 28 $ 149M 28 $ 174M 31 $ 171M
Vantis (PLD) 10 56M 9 55M 13 69M
Memory Group (MG) 31 167M 30 181M 33 184M
Computation Products
Group (CMD, PPD, TMD) 31 169M 33 203M 23 128M
Other Data Q1 98 Q4 97 Q1 97
Depreciation
and Amortization $ 117M $ 108M $ 89M
Capital Additions 193M 250M(b) 151M
Headcount 12,936 12,759 12,025
International Sales 55% 56% 56%
(b) Restated from Q4 97.
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