Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 -- Ignore unavailable to you. Want to Upgrade?

To: Mani1 who wrote (81760)	12/2/1999 12:57:00 PM
From: steve harris	Read Replies (4) \| Respond to of 1572207

All, a Gateway blurb ripped from AMDZone... amdzone.com zdnet.com Gateway Select 600 This powerhouse comes with a 600MHz AMD Athlon, 128MB RAM, 20.5GB hard drive, 6x DVD-ROM, 32MB TNT-2 graphics card, SoundBlaster Live, Boston Acoustics BA 735 speakers and subwoofer, and 19-inch monitor. (Gateway; $2,499) Make it so, Mysef

To: Mani1 who wrote (81760)	12/2/1999 1:03:00 PM
From: Charles R	Read Replies (2) \| Respond to of 1572207

Mani, <With Paul and Yousef gone, maybe PB also (I hope not) we really need some contrarian views here.> Agreed - especially the PB part. <Just look at the EPS competition, it is ridiculous.> Now tell us, how do you really feel about this one ;-) As long as you are at it, what is your take on the quarter? What kind of units, ASPs, profits do you have in mind? Whenever I feel like getting a contrarian view, I go to Sharky's but this time that is not working that well. I don't think this has been posted on this thread yet. sharkyextreme.com Chuck

To: Mani1 who wrote (81760)	12/2/1999 7:39:00 PM
From: Elmer	Read Replies (2) \| Respond to of 1572207

Re: "Now go back and tell us about how AMD is still losing money in its MPU business, it's true!!!. Yes, AMD is losing money in its MPU business, when demand is in an all time high, pricing is firm, Intel is struggling and we are in seasonally strong quarter." I've been telling you guys... AMD has never made a thin dime (overall) on any processor they have ever designed. Even with all the advantages you list plus high ASPs, it still looks like they need the extraordinary profits from flash and comm just to break even. Doesn't something smell bad here? Why aren't they making tons of money? What's going to happen when the inevitable Q2 slowdown hits, CuMines are in high volume and ASPs drop? Either ASPs are lower than expected or expenses are higher than expected. ASPs aren't going to go up and expenses aren't going to go down. What about all those interest payments they have to start making once Dresden comes online? Are they trashing thousands of wafers? Are Athlon final test yields poor due to cartridge problems that have nothing to do with the die? Whatever it is, it's the same old story. It costs AMD more money to make em then they can sell em for. EP