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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: willcousa who wrote (58912)1/16/2002 12:40:50 PM
From: robert b furman  Respond to of 70976
 
Hi Willcousa,

Since AMD doesn't compete in the 2.0 plus clockspeeds,I would expect Intc to work on expanding their margins.

I think the 2.2 P IV is the .13 micron chip coming off the 300mm lines.If that's the case they should have some nice margins - in fact last quarter they incresed nicely without the 300 mm lines.

Hey when you spend 7.5 billion there is supposed to be some payback.ggg

Bob