Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 307.20

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3:59 PM EST

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To: Darin who wrote (8838)	10/17/1997 6:13:00 PM
From: davesd	of 70976

Darin, INTC's problems are not capacity related but margin related....They met and maybe even exceeded the demand and therefore their margins suffered. Adding more capacity only makes the situation worse for INTC. dave

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