AI
Friday, June 27, 2003 1:31:38 PM
That would be the second version I offered: Backend Costs.
Which one to be used reasonably is dependent from what extent you believe throwing the chips on the market will cannibalize your other sales, what utilization you have plus some other considerations you know better than me.
That is why I offered both versions.
There is an even more extreme version as well: Before even thinking of revenue versus cost considerations, fact is AMD needs every Dollar for revenues it can get for Q2 to keep its miss in limits. So even giving it away for less than incremental costs of backend could make sense.
Klaus
p.s: Glad that you did bite the moderation bullet without any damage. Chapeau.
Facts are irrelevant to the emotional brain
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