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

To: Tenchusatsu who wrote (36402)	8/27/1998 10:14:00 PM
From: Jim McMannis	Respond to of 1571370

Ten, Since Intel's margins are about 49%, and it can be assumed that Intel has pretty high yields (high 90 percent range?), I find it hard to believe that AMD can get an 84% profit margin from the K6-2 350. Something's got to be wrong with your estimations. $35 a pop is on the order of popcorn parts, and that's assuming that yields are close to perfect. Is that Intels overall profit margin or just on the cpus? What about the chipsets and the motherboards and the.....? It's the cpus that AMD had to sell for well under $100 that were made on .35u that really hurt them last qtr. They have been totally .25u since June. Jim