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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 213.43+6.2%Dec 19 9:30 AM EST

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To: Yousef who wrote (79222)5/3/2002 5:09:57 PM
From: PetzRead Replies (1) of 275872
 
<[AMD is] no where near being equal to INTC on wafer cost>

Intel had a net profit margin of 10% with an ASP of about $160, maybe a little higher.
AMD had a net profit margin of minus 1% with an ASP of $85.

AMD's cost of production must be much lower.

Petz
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