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

To: Elmer who wrote (66499)	12/28/2001 1:29:57 PM
From: milo_morai	Read Replies (1) \| Respond to of 275872

Fab 30 product Mix, Athlon 4, Athlon MP, Athlon XP, and some T-Bred. Fab 25 is Morgan's for Desktop and mobiles. M.

To: Elmer who wrote (66499)	12/28/2001 2:28:00 PM
From: fyodor_	Respond to of 275872

Elmer: What "product mix" does AMD have at Dresden? Let's see.... There's Athlon... and .... ahhhhh ...... Ok, this feels like another one of those "you're assuming I'm trying to trick you" things&#133 or just a cheap shot&#133 1) Your quote, to which I was responding, did not specify Fab30:    What about AMD's statement that their cost structure was 10-20% below Intel's? It could be that the AMD statement you are referring to does specify "Fab30 vs P4", but that is not how I understood your paraphrasing. 2) Even if we limit the comparison to be with Fab30 - i.e. with "AMD product mix" = "Athlon" (more or less) - the "right side" of the equation still changes (from P4 -> "Intel product mix"). -fyo