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Technology Stocks : Flash Memory - Players & Prospects

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To: wily who wrote (36)1/22/2001 12:37:41 PM
From: wily   of 50
 
A couple of added notes to the AMD conference call (I hadn't listened to the Q&A when I did the first post):

They are planning to spend $1B on Flash capacity expansion this year, same as last year, and this will be mostly adding equipment to existing space.

I presume that this means Fujitsu also kicks in $1B since it's a 50-50 venture (FASL).
streetfusion.com

wily
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