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Re: chipguy post# 126975

Thursday, 01/09/2014 4:03:22 PM

Thursday, January 09, 2014 4:03:22 PM

Post# of 152243

If Intel was willing to come anywhere close to price parity to TSMC
at the wafer level for foundry services I'd dump all my shares at the
earliest opportunity.



Don't worry. Intel's CEO said at the JP Morgan Tech conference that foundry would be "margin neutral". They're gonna get 55-65% margin for these wafers.
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