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

To: Elmer Phud who wrote (138156)10/29/2004 4:59:12 PM
From: I_BankerRead Replies (1) | Respond to of 275872
 
Elmer, it's nice to construct your own little world, isn't it. Then you can conveniently ignore the very data you posted to support an opinion one day, if it contradicts your opinion the next.

Lime?



To: Elmer Phud who wrote (138156)10/29/2004 5:17:15 PM
From: RobohogsRead Replies (2) | Respond to of 275872
 
You are probably right on marginal costs Elmer but you can't buy dinner with what's left. The key is Intel's BLOATED fixed cost infrastructure (remaining $45 of cost implied by 60% gross margin and $150 ASP as well as SG&A and R&D costs). Intel would be screwed. I really cannot fathom your behavior - so you confuse things a bit. Does this board really matter all that much in the end, or is just your ego?

Jon


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