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

To: Elmer Phud who wrote (123767)	6/15/2004 12:31:59 PM
From: dougSF30	Respond to of 275872

better margins --> lower cost --> lower price --> more demand It's really not that difficult to follow. Of course, one can always insist on repeating one's pet hypothesis, despite the fact that the company has repeatedly, officially stated it is not the case. Doug

To: Elmer Phud who wrote (123767)	6/15/2004 1:09:17 PM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

elmer, Producing K8 on 130nm and selling at $100 or less is not a very profitable venture, while it is profitable on 90nm process technology, which is what I think Mike was hinting at. Joe

To: Elmer Phud who wrote (123767)	6/15/2004 2:15:16 PM
From: Petz	Read Replies (1) \| Respond to of 275872

OK, you're looking for the ultimate cause for higher AMD sales -- its higher yields, resulting in higher margins and higher capacity. But I would divide it equally between higher yields (= higher capacity and lower cost) and "more competitive product", resulting in higher demand. Petz