Advanced Micro Devices Inc (AMD)

[bobs10]

you...

Well they did well on an operating basis but they had a bunch of
charges that really clobbered GAAP. I don't know what the expectations were.

Me...

Yes, HPQ is a big company, and I'm not that familiar with the structure. The $.51 is the figure people will look at and I think the market was expecting $.48.

If I'm reading things correctly it looks like Itanium sales were 70% of BCS(business critical systems) sales which were down 1% Y/Y with HP-UX sales up 1%. I thought HP-UX was being phased out? Anyway, BCS sales represented 23% of ESS revenues which in turn were 19% of company revenues which means Itanium sales were about 3% of HPQ's total revenues.

Nice jump in blade servers, 65%. ISS(industry standard servers X86?) were up 12% q4. A quick looks through the financials revealed nothing about the makup of ISS sales.

It doesn't look like this should hurt AMD though it's difficult to determine contributions at this level of reporting.