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To: ed who wrote (52511)4/9/1998 1:17:00 AM
From: StockMan  Respond to of 186894
 
Mr Ed,
Re -- AMD's CPU's business will make it tons of money, the problem is
its business of other product lines.

You know this for sure right.!!!

Stockman



To: ed who wrote (52511)4/9/1998 2:14:00 AM
From: Paul Engel  Read Replies (1) | Respond to of 186894
 
ed - Re: " Let's add up 30% per unit for employee salary and
operation cost, and 30% per unit for fab depreciation cost, the total cost per unit will be around $50 per CPU"

Wake up time!

AMD sold 1.5 million K6's for 169 million. They LOST $89 million last quarter.

Assuming the losses were all due to the K6, their actual cost per K6 chip was (169 million +89 million)/1.5 million = $172/K6.

That was their cost last quarter.

Last quarter they "supposedly" solved their yield problems.

Your $50 is so far off the mark it's almost funny!

Paul



To: ed who wrote (52511)4/9/1998 12:53:00 PM
From: Lev Belov  Respond to of 186894
 
RE: 60% profit margin

cost 50, price 80, I'm seeing 40%, not 60...