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

To: Petz who wrote (157114)4/20/2005 8:17:43 PM
From: niceguy767Respond to of 275872
 
"AMD depreciation was 0.33B, not 0.4B. If you used the same rate of depreciation/PP&E for AMD as Intel uses, AMD's loss would be $20M less."

I wonder what market value is for INTC's $15.4B PP&E. As i was suggesting previously, AMD is likely, with about $5B in PP&E, to have capacity to fill 50% of market demand (should AMD be so lucky) once Fab 36 comes on stream.

INTC's in a world of hurt before long if AMD keeps taking up marketshare at 35% per annum.


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