Advanced Micro Devices Inc (AMD)

[kpf]

rupert

thanks, I see your point as well - looking at the EPS consensus which implies that AMD would not be able to fund its planned Capex from Cash Flow.

The fact is has been beaten consistantly and significantly by 12, 25, 75 and 200% in the recent quarters is not what the street is really looking at.

It is the forecasts.

K.

p.s: Btw, considering the rumour Groo brought up that first working 90nm K8-silicon came from East Fishkill, one could think of other reasons for Hectors Investor Relations policy as well (if the conversation between them is not limited to joint development and manufacturing - not really highly probable, but not completely impossible as well.)