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fowler

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fowler

Re: Elmer Phud post# 1686

Tuesday, 10/15/2002 7:10:21 PM

Tuesday, October 15, 2002 7:10:21 PM

Post# of 151741
Elmer,

I half listened. They blamed the GM miss on more desktop chips (taking 3% share from their competitor), while mobile and server (higher GM's) were soft. Also said that they couldn't get the expected cost savings from the manufacturing guys.

Nothing positive on the demand front.

John

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