Advanced Micro Devices - Moderated (AMD) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 207.67

+2.2%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: niceguy767 who wrote (52050)	8/22/2001 4:26:43 PM
From: tejek	Read Replies (3) of 275872

INTC, according to Mr. Sanders, has a higher cost structure and consequently this tactic erodes INTC's financials more than AMD's... Niceguy, no question that AMD has come a long way in cleaning up its margins. However, Intel is still winning the margin game as of last quarter. Their gross margin was 58% vs AMD's 42%, and their net profit margin was 18% vs AMD's 16%. It could be that Intel is using creative accounting to get these margins, but as it stands Intel has the profit edge according to the accountants. This is the first time in a very long time that AMD has cash in the bank. Rather than pay for an expensive price war, I would rather see it used more productively. As it stands right now, the market is telling us that Intel is the likely winner in a market share war. ted

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next