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Technology Stocks : Cadence Design Systems
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To: Naveen Kumar who wrote (661)3/26/2001 2:48:38 PM
From: Peter Dierks   of 668
 
If I understand what I have been told AMD is shipping more processors than INTC. The statement was that AMD ships more than half the processors in the US. INTC is still getting more money a recent number was 83% of the dollar revenues.

One big problem is unit delivery. Getting P III's is difficult. Often only limited speeds are available.

Peter
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