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To: Nancy who wrote (15003)1/3/1998 1:21:00 PM
From: Judy  Read Replies (1) | Respond to of 68124
 
Nancy,

Sub 1000 PC should not hurt margins if CPQ can get enough AMD and/or CYRX chips. I am expecting AMD to resolve capacity problems by early '99 but have seen other SI posts that say mid '98. Mikey is seeing good mf on AMD ... maybe CEO will tell more fairy tales during earnings report.

Click on my name, previous post is about ROTH IRA.