Replies to post #15301 on Advanced Micro Devices Inc (AMD)

[wbmw]

HM, Re: This shows that computation products had revenue of $503M with an operating income of $19M, and flash products had revenue of $424M with an operating income of -$49M. I think this was also mentioned in the conference call, but I found this data to be very useful and interesting since I was assuming the flash products were making money.

I noticed the same thing. Even more interesting is that processors are making money. Looks like AMD has found their sweet spot wrt ASPs and volumes.

[subzero]

"I don't know if anyone noticed, but AMD is now breaking down operating income by division. "

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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[Petz]

The new breakdown of AMD's operating divisions is great. As long as they don't add a MISTAKE division that perpetually shows huge losses so they can claim the other divisions are having banner quarters. "The MISTAKE Division showed a loss of 200M this quarter, but we will never make those mistakes again!"

Petz

[yourbankruptcy]

HailMary, last quarter the cpu division had a revenue of $402 mil. That was published.