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Re: CombJelly post# 43481

Thursday, 09/02/2004 11:36:31 PM

Thursday, September 02, 2004 11:36:31 PM

Post# of 97595
Yep. OEMs are tired of accumulating Intel inventory and have stopped ordering...

Yes. You could clearly see an inventory build up by Intel in the face of increasing competition, and now they are paying the price. It may be that Q3 is going poorly as well, but I think Intel is going to feel it more than AMD this time.

HailMary

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