Wily,
RE: Intel
If you had listened to the CC, you would have heard Dr. H say that companies like SST, Intel and AMD don't make the kind of flash that competes with Sandisk. There are no overlaps. Go back and read Jay's synopsis of the call, he reproduced a very important statement (repeated in my own small addition to the Thread's collective notes, because it is so important). The "ignorance and misinformation" about the segmentation of the various flash markets that currently exists in the minds of the analysts and the public alike is "unbelieveable", he said.
Intel flash is probably necessary to make the products that use CF, MMC and SD, which means that it is a good thing that they are expanding capacity, not a bad thing. It will help producers make more cell phones, PDAs, appliances, etc. that use the removeable memory that Sandisk makes and collects royalties on, and make them more affordable for more people.
S. |
