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Technology Stocks : Intel Corporation (INTC)
INTC 46.96-2.8%Jan 16 9:30 AM EST
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To: TimF who wrote (184028)4/10/2006 3:12:14 PM
From: Yousef  Read Replies (1) of 186894
 
Tim,

Re: "I don't think variable unit costs at the fabs matter an enormous amount ..."

I agree that variable and fixed costs are probably not much different
between INTC and AMD. However, how about yield ?? This will drive the COS
for both. This will directly affect/change gross margin. If INTC has higher
yield (which I believe they do), then INTC can lower prices more than AMD and
still be making money. Granted, INTC will not make as much as before, but AMD will
go into the "RED".

Make It So,
Yousef
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