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Politics : Formerly About Advanced Micro Devices
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To: tejek who wrote (124720)9/25/2000 12:28:49 PM
From: Goutam  Read Replies (1) of 1575309
 
Ted,

Re: < Exactly how much flash does AMD produce? After the last couple of contract signings, they reported that flash was sold out for the next 3 years.

Now we have another 3 year contract signing. Must have found some flash over by the dumpsters. Not complaining, though...just curious. >

I don't view this as HP suddenly decided to buy Flash chips from AMD. IMHO, HP may already have been using AMD flash in their products.

I view this contract as HP securing the supply of Flash parts to support its needs for the next three years. At the same time, AMD is locking up Flash chips' sales to one of its important customers for the next three years. It's a win-win situation for both.

There could be a some incremental upside potential each quarter from the sales of these parts to HP as HP designs in AMD flash into more and more of their printer and print server products.

IMO, the more important thing from this deal is the relationship that this deal brings in between these two companies. This may lead to more business in other areas - eg: HP adopting more AMD CPUs in their systems. As Albert pointed out on the Moderated Thread, this deal will also alleviate some of the market's concerns over future prospects of AMD's Flash business.

Goutama
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