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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 259.65+2.3%Jan 23 3:59 PM EST
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To: economaniack who wrote (251950)5/18/2008 9:59:04 PM
From: Elmer PhudRead Replies (1) of 275872
 
Economaniack

You are beginning to look like the clueless one. I was Quoting Intel's filing and you condemn me for not understanding, yet you show nothing whatsoever that I failed to understand. In fact it looks like you agree completely with my comments. So who is clueless here?

While we are on the topic of cluelessness, you fail to have even a superficial understanding of the semiconductor business. These are not commodities. We're not raising corn or soybeans where you can plant more fields and get more yield for a given number of tractors. Yield drives cost and in simple terms Intel has better soil. It yields more per acre so costs are less. The notion of the efficient supplier is meaningless here when there is no baseline of comparison. Who is an efficient supplier? No one else in the world competes in this arena. The fact that AMD's products consume more silicon die area, are considerably more difficult to produce with a SOI process with more metal layers, and therefore have higher defect densities makes any direct comparisons of cost meaningless. Had AMD as many fabs as Intel with the same overhead and ran them at full capacity they would still have higher costs than Intel if all else were equal. In fact all else is not equal because Intel simply enjoys inherently superior manufacturing efficiencies irrespective of scale. They have a better recipe and all AMD is doing is asking for an affirmative action plan to level the playing field to whatever tilt is necessary for them to compete. Yield drives cost and when the truth comes out you will see why Intel can sell far below what would be a loss for AMD.

Now you can go back to pontificating about the law and I'll go back to semiconductor manufacturing for which I am well qualified to sit as an expert witness in this case.
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