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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 210.00

-2.0%

Jan 7 3:59 PM EST

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To: Mani1 who started this subject	9/20/2000 3:20:16 PM
From: combjelly	of 275872

Article on flash. eet.com Important quote "The flash market is very different," said AMD's Plouse. The main reason is that there are a wide variety of different products, rather than a few interchangeable designs. But even more important, the end applications for flash chips are seeing phenomenal growth, while the DRAM market is tied primarily to the more mature PC segment. Flash customers need their parts, and without flash chips, they can't ship their products. And customers are not in a position to switch vendors easily, because there are so many different variables in the flash product portfolio, including density, voltage packaging, and whether the device uses the NAND or NOR architecture. They need their suppliers to keep supplying, even if the chip market heads into one of its periodical cyclical downturns, because there is no projected end in sight for growth in the cellular phone market.

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