Replies to post #14394 on Advanced Micro Devices Inc (AMD)

[Elmer Phud]

Sgolds -

I don't agree with this statement once you factor in corporate overhead. Last time I looked, AMD had a lower cost per employee.

We're not talking about producing employees. In case you missed it AMD has lost money in the last 8 quarters straight. A $20 drop in ASPs would cost AMD about $100 million a quarter. That would be death and Intel could keep it up indefinately if all they wanted to do was kill off AMD.

[borusa]

Sgolds, re; "Elmer,

Clearly Intel can produce cheaper than AMD.

I don't agree with this statement once you factor in corporate overhead. Last time I looked, AMD had a lower cost per employee."

I want to add that AMD has a larger budget for R&D proportionatly. What ratio is for processor:process may not be easily broken out. I suspect that AMD's Dresden fab is cutting edge in all aspects except 300mm.

BTW, thanks, great explanation of the SUNW situation.

[subzero]

"Last time I looked, AMD had a lower cost per employee."

Please explain this "lower cost per employee" metric.

-SZ