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

To: Dan3 who wrote (147388)	11/11/2001 1:11:24 PM
From: Dave	Respond to of 186894

Dan, Intel's costs are 4 to 5 times those of AMD - they'd better sell more units... They do sell more units than AMD... Continuing to compare AMD to Intel and say how superior AMD is does not help AMD's situation. Whether AMD outsources their "fabbing" of uPs, or not, AMD must figure out ways to fight a "price war" and become profitable, both at the same time. While that pretty much identifies the problem, it is not a simple solution. But, I"ll settle that question for you. Do you know why Intel is superior to AMD? Because the market says so, when you compare Intel's and AMD's market capitalization.

To: Dan3 who wrote (147388)	11/11/2001 1:28:25 PM
From: Paul Engel	Read Replies (2) \| Respond to of 186894

Ban Ban Dan3 - Re: "Intel's costs are 4 to 5 times those of AMD - they'd better sell more units..." YOU ARE A FOOL AND A LIAR. AMD loses money - on $60 ASP CPUs. They lose $12/chip - making their COSTS at $72/CPU You think Intel's CPU costs are more than $72? C'mon - bring on a 100 million NEW LIES you lying sack of Ban Ban sh!t.

To: Dan3 who wrote (147388)	11/11/2001 1:39:43 PM
From: wanna_bmw	Read Replies (2) \| Respond to of 186894

Dan, Re: "Intel's costs are 4 to 5 times those of AMD" Why don't you try thinking before you speak. It would save you a little from being beat up constantly from people that can see through your gross exaggerations. How would you estimate die costs, first of all? The silicon side of a CPU is basically the cost of a silicon wafer divided by how many chips can come off of that wafer. The number of chips that can come off of a wafer is a function of die size (which Intel's is larger) and yield strength (which Intel is also larger). I'm willing to bet that Intel's costs are nearly what AMD's costs are, since AMD's yields are probably much lower than Intel's. Messing with 70nm gate lengths tends to lower yields, you know. wanna_bmw