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


To: Paul Engel who wrote (36641)9/2/1998 1:48:00 PM
From: Jim McMannis  Read Replies (2) | Respond to of 1572099
 
You can be real silly. The $317 price was the "pie in the sky" price before the 350 was even in vendor stock. Yesterday was the first day vendors shipped the chip. A $200 ASP for AMD is plenty considering the good yields and volume that AMD already has on the 350.
The 300 even at a $100 Asp is still yielding good profit for AMD...
Cost per chip this quarter is a LOT less than last quarter.
You will question this "off the cuff" with a "smart" remark as usual but why else are you in the stock, Paul?



To: Paul Engel who wrote (36641)9/2/1998 1:55:00 PM
From: Stock Guru  Read Replies (2) | Respond to of 1572099
 
Intel versus AMD, in the end they will both lose to the cost of building fabs. Many years ago (say 30) the cost was under 4 million, now a billion, soon (10 years or so) to be more expensive than intel can afford.

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