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Episode 6: Semiconductor Industry Earnings Review

The Circuit

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Intel, AMD, AMD - Is AMD a Low Cost Player?

Intel's guidance for next year just looks really, really scary. Most people expected to be even worse than they got it to. AMD actually sells at high margins. They're not the low cost player anymore. It's going to impact you harder than it does somebody else who's AMD is a roughly right per quarter 18 to 22% in either one of those categories.

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