Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 246.76

-0.5%

Nov 14 9:30 AM EST

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To: Monica Detwiler who wrote (66215)	12/27/2001 9:41:22 PM
From: tejek	Read Replies (1) of 275872

Harvey - You asked How does Intel get 48% margins while AMD loses money? I believe AMD's very low yields have been documented and account for AMD's recent losses. Monica, AMD doesn't have production problems...that's INTC. With AMD, its the low ASPs resulting from its competition with INTC....although that's changing this quarter due to INTC's well documented, ongoing problems with getting product out the door....kinda like a corporate XMAS gift from Barrett to Sanders. Now that's a match made in hell. BTW don't you think its time for Barrett to go? ted

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