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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 215.63+0.3%3:59 PM EST
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To: chipguy who wrote (247654)2/12/2008 6:52:34 PM
From: pgerassiRead Replies (1) of 275872
 
Chipguy:

According to:

caps.fool.com

On their statements tab:

They list Intel as having $38,826 million in revenue. cost of sales $11,308 and gross margin of 27,518 in FY 2005. That's 70.8%. Now granted that is not in agreement with Intel's FY 2005 statement of $15,777 cost of sales and $23,049 gross margin or 59.4%.

However Intel enjoyed its greatest margins in the 1990s after it dumped DRAM and was selected for the IBM PC. Getting those numbers with web links are difficult. Intel's only goes back to 2001, although you can see 2000 in them. Best in those appears to be a little more than 63.9% in Q3, 2000. However if you remove the revenue and expenses of the non CPU related divisions, that year you get over 70% (72.4% for Q3/00).

And then just the CPU part which is where Intel gets almost all of its profits (really just the x86(64) part as Itanium gets far less GM) is well over 70% even now.

While you think that the gross margin means the whole company, it really should mean the CPU related part (I'd include chipsets and motherboards, but not flash, internet, modems, etc).

You on the other hand do make stuff up (like equaling Itanium server sales to Itanium CPU revenue) and have been caught at it many times.

Pete
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