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

To: Sarmad Y. Hermiz who wrote (189462)	3/13/2006 7:10:58 AM
From: Dan3	Respond to of 275872

Check the head counts of the two companies. Intel could be a lot more efficient than it is. Keep in mind that all of Intel's mainline R&D programs (P4 + Itanium) for the past 5 years were basically money toilets. Intel spends billions to build entire FABs to support new product development. Meanwhile, Intel's new chip designs are coming from a small team overseas that was supposed to be adapting an old design for use in low end notebooks.

To: Sarmad Y. Hermiz who wrote (189462)	3/13/2006 8:19:52 AM
From: fastpathguru	Respond to of 275872

The other puzzle is how can AMD have lower costs, considering it has the expenses of coordinating with its fab partners, research partners, and chip-set partners. While Intel can do these in-house. Coordinating with fab partners is less expensive than building fabs. (Although AMD fabs.) Coordinating with research partners is less expensive than researching. (Although AMD does research.) Coordinating with chipset partners is... Practically free? All they have to do is follow the Hypertransport spec. (Although AMD does provide its own chipset soloutions that can interoperate transparently w/3rd party chipsets.) The burden is on the chipset companies to provide sellable product... Then again, there is the tiny matter of cHTT licensees... I really, REALLY would like to know how that little endeavor is proceeding... fpg

To: Sarmad Y. Hermiz who wrote (189462)	3/13/2006 3:09:46 PM
From: _Jules	Respond to of 275872

To: eracer who wrote (189454) 3/13/2006 7:02:23 AM From: Sarmad Y. Hermiz Read Replies (2) of 189549 I guess there is no simple way to prove or disprove the idea that AMD processors are in fact lower priced than equavalent Intel. The reason I wanted to check is that I just don't see how AMD, with its smaller scale manufacturing can be more cost efficient than Intel, which can spread engineering and manufacturing cost over more units. You sound like a guy who owned a produce truck. He sold 100lb bags of potato's for $.99. Cost him $1.00. Figured if he got a bigger truck he could make it up in volume. Jules