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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 231.80+1.7%Jan 16 3:59 PM EST
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To: kpf who wrote (149056)1/26/2005 11:00:36 AM
From: KeithDust2000Read Replies (4) of 275872
 
Klaus, one more thing, Toledo is currently positioned at the AFX level, meaning around $800. That points to shipments in the low 10Ks.

INTEL should have the "mainstream" volume market for dual-core all for themselves this year, unless AMD changes their strategy and production plans. I understand that many are pessimistic about the potential market there this year, but I believe INTEL can make it take off in a reasonable and very profitable way.
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