Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 237.57

-2.6%

Nov 11 3:59 PM EST

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To: Elmer who wrote (66403)	12/27/2001 5:22:39 PM
From: Joe NYC	Read Replies (1) of 275872

Elmer, I have seen how many they get from a 12" wafer and it would make your jaw drop. When that is released for production Intel can sell those for a song and still make an excellent margin. I don't think this would work. There is a market for some 150 million chips per year. Suppose Intel can make these for $1 and sell them for $5. That's excellent margin, but that would also mean that INTC and AMD would become penny stocks. Intel has to sell these at ASPs of $150, and whether they cost $25, $10 ot $1 to make is not that relevant. Also, what is not very relevant is whether Intel can make their 80% of the 150 million, 100% or 500% of 150 million (= 750 million CPUs) Joe PS: Good FUD though

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