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To: Tenchusatsu who wrote (102814)4/23/2000 8:43:00 AM
From: Scumbria  Respond to of 186894
 
Ten,

And in the end, all this doesn't matter, since the bottom line showed that AMD blew right past expectations, while Intel merely met them in Q1. And the bottom line is what counts, not how many GHz hot-rods one can brag about (which doesn't amount to much in the big picture).

Yes and no. AMD's good financial picture is a direct result of their ability to manufacture high speed parts. 18 months ago their market share was very good but they were losing money because K6 clock rates were a little slower than PII. Intel has created a pricing model which places 90% of the profit in the top 10% of speed grades.

So the number of high speed parts that AMD and Intel are manufacturing, is absolutely essential information for investors on both sides.

Scumbria



To: Tenchusatsu who wrote (102814)4/23/2000 9:25:00 PM
From: Mani1  Read Replies (1) | Respond to of 186894
 
Tench re <<Then who is? Some financial analyst? The AMDroids who equate availability at Costco with manufacturing yields? The YUK Register?>>

I wasn't talking about who IS, I was saying that you ARE NOT. And saying that you know this "for a fact" is silly.

Mani