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techno_bull

09/13/13 5:28 PM

#122612 RE: VeeCee #122611

The net of that should still provide the bears with fuel for their cannibalization argument for another month or two then we will look for the 'sell thru' in Nov-Dec to take the steam out of that. The 'sell thru' will occur when OEMs find they didn't pre-order enough product to handle holiday season purchases and need additional trays of BayTrail and Haswell processors.