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Politics : Formerly About Advanced Micro Devices

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To: Elmer who wrote (79038)11/8/1999 6:56:00 PM
From: Dan3  Read Replies (1) of 1573573
 
Re: You think they are going to convert 4 fabs over to 100%...

I've seen that posted - can't remember where. But it wouldn't be too surprising, would it? Doesn't Intel have other FABs that are dedicated to producing chipsets, comm chips, .25 celerons, etc.? Is there much besides CPUs and DRAM (and Intel is long out of the DRAM business) that currently needs .18 in large volume? AMD is pretty much dedicating 2 FABs to the goal of 30% of the market - surely 4 FABs isn't too many for the goal of 90% of the market?

Dan
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