【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
8 楼
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
9 楼
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
10 楼
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
11 楼
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