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To: Maya who wrote (2854)4/6/1998 8:11:00 PM
From: Dr. Bob  Read Replies (2) | Respond to of 5482
 
Intel's loss is AMD/Cyrix's gain

Only if Intel loses market share. If Intel keeps market share by making cheaper chips with the old bonders, AMD and Cyrix don't have a reason to buy new bonders. Especially if margins shrink for all of them - which AMD and Cyrix can least afford.

Bob