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Technology Stocks : Intel Corporation (INTC)
INTC 45.51+10.7%Jan 9 9:30 AM EST
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To: Elmer who wrote (156762)1/24/2002 3:48:47 PM
From: wanna_bmw   of 186894
 
Elmer, Re: "they're essentially running at full capacity now and losing money. Just how do you improve on that with falling ASPs? The competition is shipping high volumes of high APS parts and AMD is once again forced to compete on price. Price competition has always meant red ink for AMD."

Clearly, AMD is betting on .13u as offering cost and volume benefits to hold them over this year, possibly allowing them to break even in the second half. After that, they are again putting all their eggs in one basket to prepare for the Year of the Hammer. They are betting that Hammer has a high enough performance benefit over Northwood that they can sell it for a high premium, to make up for the fact that SOI will be difficult to ramp, and difficult to control costs. They will maintain unit volumes by using foundries, and probably lose money on every Duron they sell. That's ok, though, since making money is still not AMD's #1 priority.

wbmw
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