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Technology Stocks : Intel Corporation (INTC)
INTC 35.53-1.1%Nov 14 9:30 AM EST

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To: Jim McMannis who wrote (133944)5/1/2001 9:06:06 PM
From: muzosi  Read Replies (1) of 186894
 
It's over for AMD? They can't make enough chips to supply demand...

really good spin; first time i ever heard that it's over for a company because they are selling all they can produce and going out for more production. (if they couldn't produce because of a problem that would be different but i don't think that's the case here). umc has a 6 lm .13u process. can amd use it to produce really inexpensive durons? i am sure that'd be the downfall of amd :-)
also the question here is what demand ? amd can never supply the whole pc demand. the only problem for amd is if they can't sell all they can produce.
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