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Politics : Formerly About Advanced Micro Devices

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To: Paul Engel who wrote (40262)10/28/1998 6:13:00 PM
From: kash johal  Read Replies (2) of 1572942
 
Pauleron,

>Re: The yields have improved - but not doubled. They are already >"quite high".

>However, Intel's manufacturing volumes have increased and the >higher volumes are spread over their fixed costs - reducing overall >cost/die in addition to yield improvements.

Stop posting you garbage and post some FACTS.

Year on Year Intel's volumes were only up 20% from one year ago.
They have invested 4.5Bn in cap. eq. so they can produce 20% more units. In fact thiose extra 10M cpus's this year over last year will cost them $450 per CPU in cap ex. alone.

You keep Buffooning us with their high yields and higher volumes over fixed costs when these have hardly changed.

The ONLY company shipping FAR MORE CPU's is AMDvs year ago.
The ONLY company with much higher yields is AMD vs year ago.
The ONLY company with rising market share is AMD vs year ago..
The ONLY company with INCREASING margins is AMD vs year ago.

Get your FACTS straight and think and analyze before posting inane CRAP on this board.

Kash
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