SI
SI
discoversearch

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.
Politics : Formerly About Advanced Micro Devices
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Paul Engel who wrote (40262)10/28/1998 6:23:00 PM
From: Yougang Xiao  Read Replies (2) of 1573016
 
Paul:
<<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.>>

What you said here in regard to Intel is very true and I have no reason to doubt your statement. Yet, the funny thing is that the same statement can also apply to AMD without stiring much debate.

The mutual competitive presure that Intel and AMD feel from each other is the driving force that has caused such frequent and deep price cuts in the last 10 months or so. The fundamental question is when and how the price can be stablized? Too much bleeding already that greatly reduced AMD's profit and stalled Intel's EPS.

Any idea how the price can be stablized?
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News