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

To: Scumbria who wrote (58599)	5/18/1999 3:42:00 AM
From: Gary Ng	Respond to of 1571785

Scumbria, Re: OK, lets throw Xeon into the equation My equation is lacking this. What is your estimate in terms of unit and revenue for last Q ? Gary

To: Scumbria who wrote (58599)	5/18/1999 3:55:00 AM
From: Process Boy	Respond to of 1571785

Scumbria - <Please try to respond without insults. I belies your lack of confidence in your position.> Without insult, I believe you to be utterly wrong in your assumptions and your methods. Your cost basis is something out of Fantasyland. PB

To: Scumbria who wrote (58599)	5/18/1999 6:10:00 AM
From: Joseph S. Lione	Respond to of 1571785

Scumbria - re: Intel "preditory" pricing. You are embarrassing yourself. Is AMD selling chips below cost? Joe

To: Scumbria who wrote (58599)	5/18/1999 1:05:00 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 1571785

<OK, lets throw Xeon into the equation. Xeon has margins of several hundred percent. Given an average margin of 60%, that lowers the margins on the desktop CPUs down to much less than the 60% I used earlier- meaning that Celeron loses even more money than I earlier estimated.> Scumbria, I can't believe you are saying this with a straight face. You totally ignored EVERYTHING I just explained to you, and you twist Xeon into your own flawed argument. I just explained to you how the cost to manufacture each Celeron, including the appropriate share of R&D, is much much less than the cost to manufacture each Xeon. Not only that, but Celeron has very high volumes, so the R&D per unit is very low, compared to the low-volume Xeon, whose R&D per unit is large. Yet you continue to hold on to your blatantly flawed logic, twisting statistics into falsehoods. <Please try to respond without insults. I belies your lack of confidence in your position.> The fact is you deserve it. Tenchusatsu