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.

Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Ali Chen who wrote (128133)	2/22/2001 11:42:45 PM
From: Amy J	Respond to of 186894

Ali, I think John was suggesting microprocessor GM% is calculated by using revenue figures from IAG, not "other" (non-processor) revenues. That's how his post read to me. Regards, Amy J

To: Ali Chen who wrote (128133)	2/23/2001 7:11:38 AM
From: Road Walker	Respond to of 186894

Ali, re: Low Cost Producer Traditionally when you talk about "low cost producer" you limit the discussion to the products that are competitive between the companies manufacturing those products, in this case microprocessors. Intel is the low cost producer of microprocessors, and that gives leverage in that category. If you want to change the discussion to company wide net margins, with all fixed and variable costs included, AMD may have an advantage, I don't know because I haven't looked. BTW, some have indicated that the large size of the P4 is a fixed cost, it isn't. It's a variable cost based on the number of P4's manufactured. And Intel has indicated it's cutting it's fixed costs. John