b********t
发帖数: 8181 | 1 AMD, JDSU both so seak, only SD made me some buffet money, every day see you
guys BSO come BSO go, so unfair ya so unfair! |
p********9
发帖数: 3732 | 2 你老在网上哭穷～～～
没人知道你现实里早就应有尽有了。。。 |
b********t
发帖数: 8181 | 3 I have what ya have.......
【在 p********9 的大作中提到】
: 你老在网上哭穷～～～
: 没人知道你现实里早就应有尽有了。。。
|
c*******7
发帖数: 3763 | 4 purple2009，还有不哭孩，
你们都在网上啊。
听歌去吧，很好听的几首歌，
http://www.mitbbs.com/article_t/Stock/32738821.html
在link的第五楼。。。 |
b********t
发帖数: 8181 | |
c*******7
发帖数: 3763 | 6 这都几点了，还在working？
【在 b********t 的大作中提到】
: I am working......
|
j*****h
发帖数: 3292 | 7 amd profit from main business or M&A before?
you
【在 b********t 的大作中提到】
: AMD, JDSU both so seak, only SD made me some buffet money, every day see you
: guys BSO come BSO go, so unfair ya so unfair!
|
b********t
发帖数: 8181 | 8 Almost 10, had dinner with family then came back.
【在 c*******7 的大作中提到】
: 这都几点了，还在working？
|
b********t
发帖数: 8181 | 9 of course main business, they are #2, for god's sake!
【在 j*****h 的大作中提到】
: amd profit from main business or M&A before?
:
: you
|
j*****h
发帖数: 3292 | 10 5 min turkey
QT over QT topline decline
R&D expense decline (not good sign)
Most income from Other income section (need to further investigate)
exclude Other income (assume irregular) and assume same R&D expense as last QT
AMD is losing money again this QT
excluding last QT 4th 2009 lawsuit settlement gain, AMD keeps losing money every QT
for the last (___) qts
they are #2, because intel wants a little bro
【在 b********t 的大作中提到】
: of course main business, they are #2, for god's sake!
|
j*****h
发帖数: 3292 | 11 one argument:
IC sales may have seasonal effect.
so may need to compare YOY, rather than QOQ
4th 2009 shopping season effect
also need to check INTEL to compare
INTEL data
revenue Q1 2010 vs. Q4 vs. Q1 2009
Revenue $10.3 down 3% up 44%
last QT
every QT
【在 j*****h 的大作中提到】
: 5 min turkey
: QT over QT topline decline
: R&D expense decline (not good sign)
: Most income from Other income section (need to further investigate)
: exclude Other income (assume irregular) and assume same R&D expense as last QT
: AMD is losing money again this QT
: excluding last QT 4th 2009 lawsuit settlement gain, AMD keeps losing money every QT
: for the last (___) qts
: they are #2, because intel wants a little bro
|
p********9
发帖数: 3732 | 12 起床了起床了啊，
好不容易有个周末，被电话吵醒了。。。。 |
X****A
发帖数: 1203 | |
