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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 221.42-0.1%3:59 PM EST

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To: Joe NYC who wrote (71063)2/8/2002 11:50:33 AM
From: dale_laroyRead Replies (1) of 275872
 
>It would have be cheap for Intel to manufacture, yet, Intel could keep prices close to the sum of discrete components needed to compete with / replace Timna.<

The problem is that it would not have been cheap to manufacture. P4 was not the only reason that Intel was building several 300mm fabs. Intel also anticipated that Timna, with its huge die size resulting from integrating the graphics, would also demand a lot of fab capacity.
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