SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?


To: Cirruslvr who wrote (40945)11/6/1998 1:20:00 AM
From: Paul Engel  Respond to of 1573841
 
Cringe - Re: "In this scenario, who's business plan makes more sense? AMD's or Intel's?"

Well, let's examine the data that is available to us.

Q398 earnings - AMD - $1,000,000
..............................Intel - $1,600,000,000.

Doesn't take a genius to figure out who has the best business plan, does it Cringe?

Paul



To: Cirruslvr who wrote (40945)11/6/1998 1:31:00 AM
From: Paul Engel  Respond to of 1573841
 
Cringe - Re: "You see, AMD is smart. Their processors are sold at the maximum MHz level that the chip will run at safe and stable. "

I think a better interpretation is that AMD's process and design combination has very little "margin".

Paul