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Re: jay1000 post# 39550

Tuesday, 03/20/2007 4:06:52 PM

Tuesday, March 20, 2007 4:06:52 PM

Post# of 151692
Margins went a bit south getting rid of the P4 inventory but things should start improving now as C2D starts forming the bulk of output and they start squeezing AMD's asps even more. $25-$30 must surely be on the cards after Q4 results. After then it's a question of how Barcelona compares against Intel's 45nm cores.
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