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bobs10

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bobs10

Re: wbmw post# 63107

Saturday, 10/01/2005 11:50:48 PM

Saturday, October 01, 2005 11:50:48 PM

Post# of 97564
You call it a red flag when demand exceeds supply?? I'd call it a good chance of beating expectations. So far, INTC has exceeded their revenue guidance for the past 3 years. It's no longer a surprise to analysts, either. In fact, they expect it.

Me...

It's not such a hot thing when INTC can't meet demand because their yelds aren't up to AMD's. But AMD appreciates the extra busines it's something INTC will be getting more use to next year.
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