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Technology Stocks : CYRIX / NSM -- Ignore unavailable to you. Want to Upgrade?


To: Christopher Reed who wrote (26106)4/22/1998
From: Yousef  Read Replies (1) | Respond to of 33344
 
Chris,

Re: "Three of my neighbors have been laid-off from the Sunnyvale facility.
Any one know how deep these cuts were? Is this news?"

This does not surprise me ... I posted this some time ago comparing the
productivity and competitiveness of Intel, AMD and Cyrix/NSM:

Message 3100952

" ... let's look at one particularly good metric for measuring productivity
and efficiency of a company. The metric is revenue/employee/year. In fact,
NSM has a slide/graph on their website with this metric:

national.com

Here's how the current CPU manufacturers stack up on this metric:

Intel ............ $410,000/employee/year
AMD ........... $175,000/employee/year
NSM/CRYX . $200,000/employee/year (high estimate for '98)

As even you can see, BigBucks, Intel is the most efficient and productive
of these three companies. Why is it that you think that Intel has tremendous
overhead?? Yes, Intel does have more employees ... but they also have
much higher revenue."


This would indicate that either AMD needs to increase their revenue by
about 2X ... which they can't seem to do ... or start making headcount
reductions:

Message 4011016

"Well ProfitsBob, I'm glad you clarified that ... Otherwise you would be
changing your name to "Losses" or "Loser", right ?? How is the morale
over there at AMD ?? I noticed that your Cost Of Sales (COS) is going
"sky high" and thus driving AMD's losses. Isn't it about time for some
"good old fashioned" headcount reduction. This would improve AMD's COS
and improve their revenue$/employee metric ... Changes like that are
viewed positively by analysts. <ggg>

ProfitsBob, hang onto your broom ...."


I have a "good friend" over at AMD named ProfitsBob ... Is he one of
your neighbors that got "layed-off" ??

Make It So,
Yousef