Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Paul Engel who wrote (40267)	10/29/1998 12:56:00 AM
From: kash johal	Read Replies (3) of 1572928

SUPER SUPER BUFFOON, > Re: "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. " >Look, SUPER BUFFOON - Capital expenditures ARE NOT >AMORTIZED OVER A ONE YEAR PERIOD ! Depreciation of >equipment is generally done over 5 years with bricks and mortar >depreciated over a much longer time frame. Look they are investing and have been investing in the $4-5Bn PER YEAR RATE. Intel has a HUGE COST STRUCTURE and are shipping not that many more parts. There is some financial irregularitites going on here. We hear yields are great --- close to 100%. We hear super low cost ---- due to economies of scale. We hear 53% margin on average sales of >$200/cpu or a COST OF >$100 per CPU. AMD's costs are in the $40 range, Intels are in the $100 range. As the market moves to higher volumes and lower prices guess who is positioned to PROFIT. And Intel's CEO is DUMPING 1/3 of his stock. PAUL you can HUFF and PUFF and MISLEAD and BULLY and NAMECALL and POST 50 TIMES per DAY, but the FACTS are that Intel is in trouble, BIG trouble. Kash

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