Replies to post #46753 on Advanced Micro Devices Inc (AMD)

[neye_eve]

bobs, about apple

a couple things have really helped out. Yes, iPod revenue has been important, and to a lesser extent iTunes. Call iTunes a wash for now though. Another huge difference is their income from interest/dividends. I forget what the number is currently, but I think they're sitting on $4B to $5B in cash and have no real debt to speak of. That's a very nice chunk of "free money" they have coming to them every month.

The important thing though is that, however they do it, even losing marketshare in their key market (powermac sales, as opposed to iMac/iBook), their prices are high enough so that the ones that they do sell, along with the non-core business income, makes for a real nice profit.

If it had just been for a quarter or two, you could call it a fluke, but with so many quarters coming in rosy, I call it systematic,

neye