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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 217.91+0.9%Dec 5 9:30 AM EST

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To: economaniack who wrote (219911)12/10/2006 12:31:53 PM
From: kpfRead Replies (2) of 275872
 
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I'm not sure that impacts on the numbers I offered, or where you think I went wrong.

I tried to politely avoid this, but as you ask specifically for it:
1. AMDs R&D is way higher than you state
2. Most of it is for the next node
3. Vou gotto multiply it by two to account for a two-year node-cycle.
4. You put development cost in relation to total cost. The meaningful relation is to COGs for what you want to get at.

K.

p.s: Scientific discussion is beyond the scope of this board, I believe.
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