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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 217.91+0.9%Dec 5 9:30 AM EST
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To: Tony Viola who wrote (75359)3/22/2002 4:39:34 PM
From: YousefRead Replies (2) of 275872
 
Tony,

Re: "Are you saying that the term "low cost producer" is irrespective of yields?"

Albert is WRONG on this one ... One can think of wafer cost as
being made up of a "fixed" and "variable" cost. Albert is very confused
and doesn't seem to understand this. Even using Albert's "contorted logic"
of "1) The bottom line is (cash inflow - cash outflow) / number of shares"
Even Albert would have to agree that higher yield leads to fewer wafers needed
and thus lower variable cost. This means "cash outflow" goes
down.

Make It So,
Yousef
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