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Re: bobs10 post# 31212

Tuesday, 04/13/2004 12:49:14 AM

Tuesday, April 13, 2004 12:49:14 AM

Post# of 97867
Bobs10, in AMD's case they have normal industry fixed costs and then AMD fixed cost heaped on top of that. And 90nm brings another double serving of fixed costs. 2 or 3 years of blow-out earnings could fix most of it. Guess we'll have to wait and see.

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