Formerly About Advanced Micro Devices Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Advanced Micro Devices

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Charles R who wrote (66434)	7/22/1999 10:31:00 AM
From: A. A. LaFountain III	Read Replies (3) of 1575570

Chuck: re "AMD will leverage some of the flash shortage to sell some "bundles" 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. 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. There's a question begging to be asked from this memory discussion, but I'll let someone else on the thread pose it. - Tad LaFountain

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next