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

To: Elmer Phud who wrote (123825)6/15/2004 7:18:20 PM
From: niceguy767Respond to of 275872
 
I guess your explanation covers off why AMD's revenues between Sept 30/03 and Mar 31/04, in absolute dollars, are $25M greater than INTC's! Must be all those PressHots, jayhawks and tejas that are being shipped!

AMD's fabs, however few there are, saw revenues increase by $25M more than INTC, with all those fabs producing all those products, in the most recent 6 month interval!

I guess, according to the INTC duo of greg s and elmerp, that's because INTC's yields surpass AMD's by such a wide margin!



To: Elmer Phud who wrote (123825)6/15/2004 7:30:23 PM
From: porn_start878Read Replies (1) | Respond to of 275872
 
Elmer,

hiding behind unknown intel numbers doesn't make you right

my little finger tells me that Intel has much more than 4x 5500WPW theoretical potential

hint: AMD isn't using 5500WPW at Dresden because the market can'T absorb 15Mo AMD chips.... WAKE UP

hint#2: process transition


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