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To: dmf who wrote (49917)3/6/1998 8:45:00 PM
From: Paul Engel  Respond to of 186894
 
dmf - Re: "With Intel's manufacturing might I am assuming this can be an added source of revenue and significant profits."

Yes, when demand is robust.

When demand is soft - as it clearly is now - all those fabs are a fixed cost that must be spread out over fewer products - and costs/part go through the roof.

This isn't pleasant - or new!

Paul