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

To: Road Walker who wrote (79078)	5/2/2002 8:50:33 AM
From: Dan3	Read Replies (3) \| Respond to of 275872

Re: INTC - Revenue per employee - 319,460 Yep, Intel gets higher prices for the same product, which lets it continue to make money (barely). Until recently, Intel has been able to receive monopoly pricing in most of its CPU market segments. Now that AMD is participating in all of Intel's markets, that opportunity for Intel is slipping away. Intel continues to be able to get higher prices (much higher prices) for functionally identical products even in markets where it faces competition. Corporate IT buyers, in particular, have been willing to pay more (of other people's money) for less. Small business and home buyers, for whom it's "their" money, have been AMD's market. As long as this situation continues, Intel can continue to make money.

To: Road Walker who wrote (79078)	5/2/2002 3:58:47 PM
From: Petz	Read Replies (2) \| Respond to of 275872

JF, re:<INTC - Revenue per employee - 319,460; AMD - Revenue per employee - 250,092> And how many dollars do I have to spend to get one employee's worth of revenue? To own one Intel employee's revenue stream, I'd have to spend $2,302,898 by buying 82,482 shares of Intel at 27.92. To get one AMD employee's revenue stream, I'd have to spend $254,086 by buying 22,575 shares of AMD at 11.28. Hmmm, I can get the revenue stream of 9 AMD employees for the same money spent on one Intel employee! Think I'll stick with my AMD investment. And, as an investor, I don't really care which is more efficient right now. I want to know whether a company is getting better or if it is getting worse, don't you agree? Well, 5 years ago (1996 year end) Intel had revenue of $429,800/employee and AMD had revenue of $160,000/employee. Intel's revenue per employee has DROPPED 25.7% while AMD's revenue/employee has GROWN 56%. Your Intel investment is looking shakier and shakier. Petz