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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: chic_hearne who wrote (111218)	5/16/2000 6:19:00 PM
From: Eric K.	Respond to of 1577886

chic-- I am not sure that the problems were "chilling." This has been discussed extensively, but there is a defensible argument that AMD's past problems have not been due to Intel's supposed manufacturing superiority. AMD gets x per item produced; Intel gets 2x per item produced (where item is the composite of cpus, flash, and chipsets-- AMD gets more per flash item than Intel; Intel gets more than twice as much per processor, so the 2x is probably about right). As of q1, AMD makes .11x fully taxed, Intel makes .25x. Who has the better manufacturing operation? Given that a significant chunk of the losses of 1998-1999 were due to Dresden expenses and that Jerry had fairly strong insight into just how good Athlon would be, perhaps AMD didn't actually have as many problems in 1999 as the public record would indicate.