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

To: herb will who wrote (66831)	1/2/2002 10:10:05 AM
From: combjelly	Read Replies (3) \| Respond to of 275872

"I have no idea where you get 30 buck pops." Assuming that AMD gets 100 good die per wafer (it's likely more, but what they hey), that means their costs are around $20 per good die. Packaging and testing would add another $10-15. So to lose money, they would have to sell at or below that price. AMD lost money last quarter on an ASP of $61 because flash was doing so badly. It might be doing better this quarter, but... Still, it is a bit of a fantasy to expect that AMD sold those XP 1700 for a lot less than $100. There is just no reason for it. Yeah, the price of that unit includes a 17" monitor that Compaq lists for $399. But it likely costs Compaq $100 or less. athome.compaq.com So there still is no reason for AMD to have sold those processors at unusually low prices...