Advanced Micro Devices - Moderated (AMD) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 192.49

-4.0%

Feb 5 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: niceguy767 who wrote (221880)	1/1/2007 11:04:49 AM
From: niceguy767	Read Replies (1) of 275872

Further to previous post, it's most interesting to note that INTC's gross profit was 8 x AMD's in Dec/05 and to 6 x AMD's gross profit in Q3/06. (It's amazing how much GP INTC has sacrificed the past year in its unsuccessful attempt at stem its own eroding CPU Revshare...For example it cost INTC $2B in GP to knock down AMD's GP by $170M.) N.B. It appears that INTC has lost its monopolistic powers (i.e. INTC's GP takes a larger percentage hit than AMD's in INTC's failed attempt at stemming its own CPU Revshare losses.)

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next