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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 238.53-6.8%12:05 PM EST
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To: economaniack who wrote (219840)12/9/2006 7:28:18 PM
From: kpfRead Replies (1) of 275872
 
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...but the efficient scale is closer to AMDs size than Intel's. At 30% or so of the market most of the cost of an AMD die is production cost, which is scaling more or less linearly.

This not only contradicts every basic textbook of semiconductor-economies, but is, with all due respect, plain bullocks. Pardon my french.

K.
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