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

To: Dan3 who wrote (67059)1/3/2002 11:44:55 PM
From: niceguy767Respond to of 275872
 
Dan3:

"Intel spends $7,500 million on FABs per year and makes 100 million chips. AMD spends $800 million per year and makes 30 million chips. Intel's FAB costs per chip are $75, while AMD's are $27."

Mr. Sanders maintains that AMD's cost structure is significantly lower than INTCy's...and worth remembering is that Mr. Sanders also suggested about a month ago that he's never seen such a strong rebound in all his years in the industry as has been witnessed in q4...


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