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Technology Stocks : Intel Corporation (INTC)
INTC 47.14-6.1%3:59 PM EST

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To: Randy Ellingson who wrote (124191)1/4/2001 4:50:28 PM
From: Road Walker  Read Replies (1) of 186894
 
Randy,

The CF market is substantially smaller than the embedded market, but it's growing very fast.

If you believe the analyst's, there is an abundance of flash. If you believe the manufacturer's, they are all pretty much sold out. Intel is adding flash capacity, so I imagine they are bullish on demand.

John
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