Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 259.65

+2.3%

Jan 23 9:30 AM EST

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To: eracer who wrote (189454)	3/13/2006 7:02:23 AM
From: Sarmad Y. Hermiz	Read Replies (3) of 275872

I guess there is no simple way to prove or disprove the idea that AMD processors are in fact lower priced than equavalent Intel. The reason I wanted to check is that I just don't see how AMD, with its smaller scale manufacturing can be more cost efficient than Intel, which can spread engineering and manufacturing cost over more units. One thing I have not figured out is why AMD's plant and equip line dropped from $4.3B in Q3 to $2.7B in Q4. That's a drop of $1.6B. Did it all go to Spansion ? But the Spansion investment is carried at only $700m. Was it a write-off ? The report didn't show. I haven't looked at the 10K yet. maybe it is explained there. The other puzzle is how can AMD have lower costs, considering it has the expenses of coordinating with its fab partners, research partners, and chip-set partners. While Intel can do these in-house.

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