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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.18-0.5%Dec 31 3:59 PM EST
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To: kapkan4u who wrote (49783)8/3/2001 3:23:05 PM
From: AK2004Read Replies (1) of 275872
 
Kap
let's go back to our expense analysis with oversimplified assumptions:
1)soi wafer is 2x the price of regular (I am trying to be conservative)
2)40% profit margin (a bit of wishful thinking here) with no soi
3)variable cost is 40% with current technology

lets calculate the incremental asp increase that would be required to justify soi = .5*.6*.6=.18
If cost is less than 2x then obviously it would be less than 18% so assumptions are somewhat conservative.

Potential benefits/losses
1) speed
2) reliability
3) big friend - ibm

If soi would not be able to add at least 5% - 15% to their asps then I would feel very uncomfortable. 5% - 15% <=> $3 - $15

Regards
-Albert
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