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

To: Ali Chen who wrote (36758)	9/6/1998 8:57:00 PM
From: Paul Engel	Respond to of 1571163

Ali - Re: "And the labor in Austin cost a lot less than in other areas where Intel has its fabs. " You must be basing this on your hourly pay rate at your Austin ScrewDriver shop. I think Fab Operators probably earn more - since they are more qualified. Paul

To: Ali Chen who wrote (36758)	9/6/1998 9:04:00 PM
From: Yousef	Read Replies (1) \| Respond to of 1571163

Ali, Re: "Yes, customers pay for K6-2-300 that posts BETTER scores in business application benchmarks than P-II-300 or Celeron 300A, right:" Wrong again, Ali ... Now you can't even correctly read the "benchmark" charts. K6-2 300/100 .......... 25.7 Celeron A 300/100 ....26.4 PII 300/100 ........ Not posted K6-2 350/100 ........... 27.2 PII 350/100 ............... 28.3 Celeron A 350/100 .... 28.6 So even you can see Ali, the K6-2 is the lower performing CPU ... Maybe that's why AMD has to price it lower. <ggg> Make It So, Yousef

To: Ali Chen who wrote (36758)	9/7/1998 1:36:00 AM
From: nihil	Respond to of 1571163

RE: I would be very surprised if Austin wages were lower than fab wages in Ireland and Israel.

To: Ali Chen who wrote (36758)	9/7/1998 1:47:00 AM
From: Dale J.	Read Replies (1) \| Respond to of 1571163

Ali, And the 2-X smaller die size is still an advantage no matter what you say or how you want to make it so. It doesn't really matter. That is just minutia. Profit is the ultimate goal and the ultimate benchmark. Let me try to explain to you this way. Say you and I run a 100 meter race. You go out and buy the most expensive shoes to give you an advantage. You are even first out of the blocks, but I come roaring back and beat you to the finish line. Now, I ask you, who won the race? Just in case you still don't get it, let me give you one more example. Say you and I take a test on microprocessor design. I score 195 out of a possible score of 200. You score 85 out of 200. Now you can argue that you correctly answered a couple questions that I got wrong. But it doesn't matter. You have got to look at the total score. Right? Of course I'm right. Profit matters, and profit is decidedly in Intel's favor. BTW: Speaking of profits, I have a strong buy on Intel with a price target of 90 by Oct 31. You should consider buying now. Dale