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Technology Stocks : AMD, ARMH, INTC, NVDA
AMD 203.14-0.8%Jan 9 9:30 AM EST
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From: neolib1/1/2011 1:56:28 PM
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It may be nothing, but coupled with the digitimes claim that Intel might outsource chipsets in late 2011/early 2012, the reduction in spending on IM flash might indicate that Intel has decided to target FAB $ more carefully.

IIRC, Intel tends to run the chipsets on slightly trailing edge fabs, so perhaps this means Intel will try to keep a larger fraction of their operational fabs at the bleeding edge, and hence restrict them to CPU/GPU??

Of course Intel's fraction of the worlds FAB $ keeps shrinking, and unless they have a cost advantage turning to the megafabs like TSMC is likely cheaper. Oddly, I've argued that Intel should do the opposite: start acting as a fab. They clearly don't see it that way.
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