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Tiger64

07/16/04 3:08 PM

#40078 RE: mas #40076

I think AMD is gaining traction in the rest of the world where intel has not been firmly established...my belief is that AMD will play it safe by banking $300 million a quarter and not get into a price war with intel...they need the money for the new fab...when they have the money they need they will be able to compete with intel toe to toe and intel will not be able to bash them so easily on price without substantially hurting themselves...just a feeling...;>)