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To: kapkan4u who wrote (126448)2/1/2001 5:33:44 PM
From: Windsock  Read Replies (1) | Respond to of 186894
 
KalKan the Ignorant

Your original idiotic idea was "I think that there is a potential for EPS collapse in Q1 because of higher capital expenditures in the CPU business"

After learning that spending on plant and equipment do not effect current earnings you try to find some other "capital expenses".

Manufacturing costs will go up due to larger P4 die.

These are not capital expenses. Wrong again.

Add high inventories, lower demand and competition from AMD's superior products

What kind of drugs are you taking ?? These are not capital expenses either.



To: kapkan4u who wrote (126448)2/1/2001 5:42:19 PM
From: Tenchusatsu  Read Replies (3) | Respond to of 186894
 
Kap, <Manufacturing costs will go up due to larger P4 die.>

Wrong, Kap. The cost per die increases, but the overall manufacturing costs stay the same.

By the way, I sure didn't see you shorting AMD stock when the Athlon debuted at a large die size of 180 mm2.

Tenchusatsu