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

To: pgerassi who wrote (75565)	3/26/2002 1:15:34 AM
From: hmaly	Read Replies (1) \| Respond to of 275872

Pete. Re...THe government depreciation schedules are always less lenient for cutting edge technology. <<<<<<< I believe the IRS allows schedules of less than 1 yr, which would be complete write off, 3 yr, 5 yr, and 10 yr in our business. I am not sure because I just sign my tax forms, and the accoutant sets the schedules. However, when I make a major purchase, usually I am asked how long the equipment would be expected to last. I assume the tech sector would have the same options. The greatest costs are in the equipment, the people and the consumables to make it run.<<<<< The consumables and people are not considered part of CAPEX. They would be listed under cost of production, or cost of goods sold. Some patents could be considered valuable and long lasting and a asset, but AFAIK none are considered part of CAPEX. Yet they have far more than 4x the people and management<<<< Intel manufactures a lot of chipsets etc. which AMD doesn't. Intel sales are 7x, so one can expect salaries to be 5 to 7 X. Do you realize that most of those tests skewed to P4 friendly apps. Using older ones, ones that also have Athlon opts or the Anand's type of server loads, NW Xeons do worse. Besides, you do know that 2.0 MPs are out there and being sold in great numbers.<<<<<< I looked it up after my post, and on included the MP2000 against a Xeon 2.2, and there the Xeon appeared to have a slight edge. I am not going to debate skewed tests, as it is a never ending argument. <<<<<It was successful before on others but, perhaps Intel doesn't see any other option with their current mindset. <<<<<< Intel will probably keep trying price wars, until they find out the hard way that price wars are counterproductive.. To play on words, "The tighter you strangle the marketplace with your hands, the more customers will slip through your fingers" and "Once you set down the dark path of control, forever will it hold your destiny and you will become nothing."<<<<<< Agreed. Any policy which puts the companies profits over its customers will lose in the end.