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

To: Elmer who wrote (36767)9/6/1998 11:37:00 PM
From: FJB  Read Replies (2) | Respond to of 1570917
 
Elmer,

RE: "How would you identify a company that is the low cost producer in an industry ??" It could be the one who is posting huge profits or it could be the one who keeps posting huge losses.

As I clearly explained to both Paul and Yousef, "low cost producer" is not something you can determine from financial statements. The price at which the product is sold is as critical a factor in profitability. This is not complicated stuff. I feel rather poorly about "talking down" to you on this subject, but it is extremely simple yet overlooked.

Bob



To: Elmer who wrote (36767)9/8/1998 11:01:00 PM
From: Yousef  Read Replies (3) | Respond to of 1570917
 
Elmer,

Re: "Yousef, I'd like to take a wild stab at it ... It could be the one
who is posting huge profits."

Yes, that would be the logical choice ... Now some on this thread believe
that there is a company that is the "low cost" IC producer that is selling
below cost.

My next question is: Which company(ies) are stupid enough to do this and
secondly who would invest in such a company ??

Make It So,
Yousef


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