Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Monica Detwiler who wrote (153562)	1/3/2002 12:07:43 AM
From: Jim McMannis	Read Replies (2) \| Respond to of 186894

RE:"If AMD's costs per chip were $4.35, and their ASP for Q3 was $60, they (AMD) should have reported a very substantial profit in Q3, even despite a weak flash market. Why didn't they?" Because Jerry pocketed the difference?

To: Monica Detwiler who wrote (153562)	1/3/2002 11:13:46 AM
From: wanna_bmw	Respond to of 186894

Monica, Re: "If AMD's costs per chip were $4.35, and their ASP for Q3 was $60, they (AMD) should have reported a very substantial profit in Q3, even despite a weak flash market. Why didn't they?" I think Dan3 is only talking about the variable costs of manufacturing. I don't agree with him on the details, but I think he is trying to prove that these small variable costs can make a big difference, especially when fixed costs are so large, and difficult to control. wbmw