Gary,
RE: "what appears to be a conspicuous anomaly and disappointment in Intel's management history"
Those are strong words and they appear to conflict with:
RE: "I believe Intel long has had the largest market share in the production of flash memory"
This (the above statement) sounds good.
RE: "Intel appears to be nonexistent in the branding and development of flash memory from the consumer's point of view"
Why do you recommend consumer marketing for flash? While I am not an expert at flash memory, I would hope Intel spends its time/energy making design wins, rather than a costly consumer campaign (the margins in the flash industry are not the same as CPU industry)
RE: "flash card operations were sold to Centennial for peanuts"
Just curious how you know this. Are you involved in the flash business in some way?
RE: "Yet, Intel is conspicuously absent!"
I thought you said Intel had the largest market share.
RE: "1. new revenue streams"
What about profits?
RE: "3. help suppressing AMD's efforts"
Consumer marketing isn't going to solve the issue with AMD. The issue could be because AMD has some disty leverage in the flash area, which could be something Intel will need to address.
RE: "or at least investing in some of the intriguing companies that are profiting tremendously from this new market, e.g. Sandisk"
Sandisk's margins are 6.7%. Arg.
RE: "Could you not make a case for Intel's investing substantially in these efforts?"
Why?
RE: "Could the fund that you now manage help spearhead some of these efforts?"
IX & CT - interface (nw) and platform (comm) for Internet infrastructure building blocks, i.e. nw, v/d. How would flash fit this?
RE: "I am a longtime (and not infrequently, long-sufferring) Intel investor but do not own Sandisk shares"
Are you involved in the flash memory business or any product which is? I don't quite understand why a long-term investor is concerned about what appears to be a 6%(?) margin business, when Itanium is around the corner and the Server market segment is just waiting for it. And, then there's Willy in the waiting too. All followed by network communications and Server farms.
Regards,
Amy J |
