Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 203.76

-1.1%

Nov 21 9:30 AM EST

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To: Joe NYC who wrote (36146)	4/17/2001 10:15:37 PM
From: kash johal	Read Replies (1) of 275872

Jozef, re:"Suppose Intel has capacity to build 150M processors. Now they will invest in .13u, lower the unit manufacturing costs by 1/3 and double capacity to 300M processors. So now Intel has capacity to build 300M processors, and costs like the old costs to build 200M processors. But suppose they only sell 150M processors. The costs will actually go up by 1/3, not down." But you are missing the big picture here. Die cost is irrelevant wether it goes from $20 to $30. The key is majority of profits come from the top 10-20 of parts shipped - the highest Mhz - highest performance ones. Intel is attempting to put a massive high Mhz production capability to crush AMD. AMD in turn is gonna bet all the marbles on SOI. The risks for both comapnies have just gotten pretty extreme IMHO. regards, Kash

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