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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.18-0.5%Dec 31 3:59 PM EST

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To: Joe NYC who wrote (237363)7/27/2007 8:40:01 AM
From: BUGGI-WORead Replies (1) of 275872
 
@Joe - Margins
"
the margins would likely be in mid to high 50s (across the product lines), with CPU margins ~60%.
"

Have you looked at Intel with sub 50 now and probably around
50% in Q3. And you seem to believe that under this scenario
AMD with ATI will get to 60 - wow, all "physics" are thrown
away.

BUGGI
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