SI
SI
discoversearch

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: Eric K. who wrote (146566)10/31/2001 11:49:40 PM
From: Robert Salasidis  Read Replies (1) | Respond to of 186894
 
It makes no difference, each gets whatever prices they can get for the array of products they produce. As things stand, Intel has higher margins. They can go at the current pace forever.

AMD cannot.

Yes, there is a chance that new products, increased demand etc may happen in time to save the day, but the safer bet is to go with the producer that is profitable in the current environement.



To: Eric K. who wrote (146566)11/1/2001 12:59:34 AM
From: Paul Engel  Read Replies (3) | Respond to of 186894
 
Erik the Klown - Re: "AMD's asps were less than half of Intel's"

AMD's ASPs were $60+ last quarter and as you noted, they LOST nealry $100 MIllion on these units - implying their Cost to produce these were $72/each.

You think Intel's cost of production was HIGHER than $72 ?


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News