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

To: Jim McMannis who wrote (153573)	1/3/2002 12:21:46 AM
From: Dan3	Respond to of 186894

Re: Because Jerry pocketed the difference? I F'd up bad on that one, those weren't the 9 month numbers, the table was a quarterly cost, so the cost difference should be tripled, eg. Intel's R&D costs are $15 to $30 higher, per chip, than AMD's. Busy day, not enough sleep, sorry all. I've done an analysis of totals before (including depreciation, goodwill, etc.) and Intel's load is about $60 per chip higher than AMDs - and the difference is growing as the two company's markets shares converge. I'm going to catch up on some sleep now, but AMDroid or Intellabee, the huge difference in those numbers is significant and needs to be considered. If (I know, I know, it's a big if) AMD can get its market share up to 30% it will be a huge advantage for AMD, and it will be very bad news for Intel.