Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Ali Chen who wrote (32706)	5/16/1998 1:07:00 AM
From: Elmer	Read Replies (1) \| Respond to of 1571366

<You must be very technically challenged, Elmer-Boy, to believe in this statement. > You're right Ali, how would I know? I didn't even know that AMD could reach the same frequencies as Intel just by buying the same equipment, and I didn't know the AGP port was just a PCI to PCI bridge. Good thing you're here. Thanks for setting me straight. EP

To: Ali Chen who wrote (32706)	5/16/1998 1:22:00 AM
From: Yousef	Read Replies (3) \| Respond to of 1571366

Ali, Re: "You must be very technically challenged ... The cost of wafer must be about the same. Same chemicals, labor, substrate, ~$2500 - $3000 a piece, right?" Nice try Ali ... Let me use a little example ... Who do you think gets a better deal on automobile prices, Hertz rental or you (Ali the technical genius). Intel gets better prices on equipment and chemicals than almost any other Fab company. Also, wafer cost is highly dependent on wafer volume to amortize the depreciation costs ... Here again, Intel has been much better at fully utilizing their capacity ... Even Jerry said that AMD needs to get more silicon out in one of his famous conference calls. <ggg> Hope this helps. Make It So, Yousef