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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Jim McMannis who wrote (43879)	6/11/2001 6:03:36 PM
From: Paul Engel	Read Replies (1) \| Respond to of 275872

Re: "Intel is burning our cash just to get the Pinto4 moving through the checkout line!" Better sell your Intel !! Maybe you should sell your AMD as well !

To: Jim McMannis who wrote (43879)	6/11/2001 6:04:18 PM
From: Road Walker	Read Replies (1) \| Respond to of 275872

Jim, You need to look at the percentage of the total sale. Then you need to look at COGS. Then you have to determine who is participating in the rebate, is it just Intel, does it include Rambus, does it include other component makers. Maybe after you have all that information, you can venture a guess as to the effect on Intel's GM from those sales, which are still a small part of overall sales. Sometimes a marketing program can meet short term objectives that lead to longer term positives. John