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

To: Rink who wrote (240246)	9/11/2007 8:08:17 AM
From: Sarmad Y. Hermiz	Read Replies (1) \| Respond to of 275872

>> Doug, you don't know for sure yet if Intel found a way around the yield issues that are spoiling the party for the rest of the industry or that (less chance but possible) they simply decided to use way more fab capacity to make darn sure they retained the lead. That is possible to know, and without any inside knowledge. The profit and loss statement lays it out clearly. If a product is yielding poorly, while prices are falling, the company will make far less profit, or lose a few hundred million. (compared to past results). If Intel increases profits after transitioning to a new product (while reducing price per unit), then they are yielding at least better than before. For sure you would not be justified in drawing the opposite conclusion.