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

To: Paul Engel who wrote (40262)	10/28/1998 6:13:00 PM
From: kash johal	Read Replies (2) \| Respond to of 1572965

Pauleron, >Re: The yields have improved - but not doubled. They are already >"quite high". >However, Intel's manufacturing volumes have increased and the >higher volumes are spread over their fixed costs - reducing overall >cost/die in addition to yield improvements. Stop posting you garbage and post some FACTS. Year on Year Intel's volumes were only up 20% from one year ago. They have invested 4.5Bn in cap. eq. so they can produce 20% more units. In fact thiose extra 10M cpus's this year over last year will cost them $450 per CPU in cap ex. alone. You keep Buffooning us with their high yields and higher volumes over fixed costs when these have hardly changed. The ONLY company shipping FAR MORE CPU's is AMDvs year ago. The ONLY company with much higher yields is AMD vs year ago. The ONLY company with rising market share is AMD vs year ago.. The ONLY company with INCREASING margins is AMD vs year ago. Get your FACTS straight and think and analyze before posting inane CRAP on this board. Kash

To: Paul Engel who wrote (40262)	10/28/1998 6:23:00 PM
From: Yougang Xiao	Read Replies (2) \| Respond to of 1572965

Paul: <<The yields have improved - but not doubled. They are already "quite high". However, Intel's manufacturing volumes have increased and the higher volumes are spread over their fixed costs - reducing overall cost/die in addition to yield improvements.>> What you said here in regard to Intel is very true and I have no reason to doubt your statement. Yet, the funny thing is that the same statement can also apply to AMD without stiring much debate. The mutual competitive presure that Intel and AMD feel from each other is the driving force that has caused such frequent and deep price cuts in the last 10 months or so. The fundamental question is when and how the price can be stablized? Too much bleeding already that greatly reduced AMD's profit and stalled Intel's EPS. Any idea how the price can be stablized?