Intel Corporation (INTC) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC)

INTC 48.72

+3.0%

Jan 14 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Dan3 who wrote (164797)	5/2/2002 9:31:12 AM
From: Tushar Patel	Read Replies (2) of 186894

AMD supplies 20% of the CPU market and about 15% of the flash market with costs of $900 million per year There you go again. AMD supplies 20% of CPUs that on the average sell for around $90. Intel supplies 80% of CPUs that on the average sell for at least 50% more. In other words, while AMD and Intel both make CPUs, AMD product is currently valued by the market as an inferior or less desirable product by the only metric that matters - what does it sell for? Sorta like a Mercedes may cost more to make than a Chevy. Both make cars but one costs more to make than other. So what? According to Andy Bryant, Athlon is now competing with Celeron. That is the best product line AMD makes now competes with the cheapest one Intel makes. Sorta like the high end <insert your favorite low quality car line> competing with the low end Mercedes. Metric of efficiency? The one that I care about is how much profit is made per dollar of revenue? Oops, AMD doesn't have profit. So Intel wins again. Oh one more thing. Intel's gross margins are increasing and according to Andy Bryant are likely to continue to increase for much of the year.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next