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


To: Scumbria who wrote (58573)5/18/1999 1:42:00 AM
From: Gary Ng  Respond to of 1571828
 
Scumbria, Re: But I got you thinking about an important issue

No. my world is simpler. I just look at the P&L and balance
sheet :-)

After all, I don't have all those nice background as you do.

Just a naive investor :-)

Gary



To: Scumbria who wrote (58573)5/18/1999 1:55:00 AM
From: Elmer  Read Replies (2) | Respond to of 1571828
 
Re: "But I got you thinking about an important issue. If Intel could really manufacture P6 cores for $40, their margins would be more like %500."

Have you ever heard of moving profits offshore?

EP



To: Scumbria who wrote (58573)5/18/1999 11:15:00 AM
From: Jim McMannis  Respond to of 1571828
 
Scumbria,
You are not figuring gross margin correctly.

Jim