Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 240.35

-4.7%

11:24 AM EST

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To: Elmer Phud who wrote (138156)	10/29/2004 5:17:15 PM
From: Robohogs	Read Replies (2) of 275872

You are probably right on marginal costs Elmer but you can't buy dinner with what's left. The key is Intel's BLOATED fixed cost infrastructure (remaining $45 of cost implied by 60% gross margin and $150 ASP as well as SG&A and R&D costs). Intel would be screwed. I really cannot fathom your behavior - so you confuse things a bit. Does this board really matter all that much in the end, or is just your ego? Jon

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