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Politics : Formerly About Advanced Micro Devices
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To: A. A. LaFountain III who wrote (66441)7/22/1999 10:50:00 AM
From: Charles R  Read Replies (2) of 1576121
 
Tad,

<Most of the strength for flash demand appears to be stemming from the dramatic ramp in digital cell phone handsets, so the bundling potential seems to be limited.

MP3 players (e.g., Diamond Rio) are an incremental source of flash demand, but the units being produced are a fraction of the cell phone market. And I don't think there's a bundling potential there, either.>

I agree with you that the bundling opportunities on the Cell phone and MP3 side are limited (I am not current on AMDs 900MHz market but there is probably some bundling opportunity there). And, I think flash is going to get a bonanza this Chrismas because of the MP3 rage and compensate for any unexpected roll off in cellphone growth.

However, I remember George, in the ATML conf call, talking about tightness in the flash market on the PC side. My thinking is that as the overall flash supply tightens, it will affect the PC guys. So, I was thinking about bundling in that angle. Would that strengthen the bundling argument? Why or why not?

<One of the emerging questions in the cell phone flash market is the modular assembly of SRAM and flash. It will be interesting to see if AMD's problems in the MPU are so much of a diversion that an adequate response to the flash/SRAM module opportunity doesn't get made.>

Could you elaborate on this? What is the need for SRAM/Flash module in a cell phone? I can see them being on the same chip a a la some ATML products but "modules"?

<There's a question begging to be asked from this memory discussion, but I'll let someone else on the thread pose it. >

I don't know what question you are thinking of but I think there is a huge opportunity for high speed SRAM in communication applications - I want to see some high speed SRAMS off Fab30 ASAP. The margins are about to explode in this biz, so AMD can afford not to have world class yields to make money in this biz and could also be good way to bring up the fab. What AMD is planning on doing about this low-hanging fruit is something I would like to understand.

Chuck
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