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To: Road Walker who wrote (128078)2/22/2001 4:59:52 PM
From: AK2004  Read Replies (1) | Respond to of 186894
 
John
re:AMD has managed to screw that up for Intel
do not blame amd, it's the nature of the game
re:What does AMD mean?
Advanced Micro Devices, maybe? :-))
AMD is gaining in brand recognition and consumer trust. In retail market, at least, "intel inside" is no longer the preferred brand.
Regards
-Albert



To: Road Walker who wrote (128078)2/22/2001 6:07:20 PM
From: Petz  Read Replies (2) | Respond to of 186894
 
John, how can you say Intel is the low cost producer?
Intel's operating income was $2.576 on sales of $8.702 in Q4, or 29.6%
But, according to P.E., their ASP is $180. If they sold 32 million CPU's at AMD's average selling price of $81, then would have had operating income of negative 592 million.

AMD, OTOH, made a tidy $195 on sales of $1,175 in Q4, or 16.6% of sales selling at that low ASP of $81.

Now, if one company can make a profit selling CPU's at $81 and the other can't, which one would you say is the LOW COST PRODUCER?

Petz