Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 243.98

+4.5%

Nov 10 3:59 PM EST

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To: Elmer who wrote (66436)	12/28/2001 9:07:22 AM
From: fyodor_	Read Replies (1) of 275872

Elmer: What about AMD's statement that their cost structure was 10-20% below Intel's? That is very hard to understand when their die size is a little over half the P4 size and should yield well over twice the number of processors from a wafer. Their cost should offer a 50-60% advantage, if they have normal yields. There are many possibilities&#133 Certainly, cost structure would (as others have pointed out) include other factors such as testing and packaging - and perhaps even R&D. Still, it's also possible that the comparison was not one of Athlon vs P4, but rather AMD product mix vs Intel product mix. It just seems to me that you are trying to make the facts fit your theory - and not the other way around&#133 not totally unlike a few people on this thread I can think of ;-) -fyo

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