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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 210.80

-4.8%

3:59 PM EST

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To: kash johal who wrote (30909)	3/9/2001 9:01:03 AM
From: fyodor_	Read Replies (1) of 275872

Kash: Well there are lies and damn lies. Majority of high volume semiconductors are sold under some form a contract. And then there is the "spot" price. These parts are typically sold by AMD's distributors who try and maximise their revenues depending upon the spot market. In general flash spot prices last year were running 3-4x contract prices last year. One thing to remember is that Flash isn't DRAM. There are many different kinds of flash and many different standards within each category. Intel and FASL, for example, basically don't compete. FASL has just recently started to make the kind of flash that Intel does - and even those parts aren't exchangeable. Switching from one major flash player to another usually requires a degree of redesign. This increases the insulation of contract prices from spot prices. (It's also pretty much useless to talk about "market share in flash" - NAND and NOR markets and applications are fairly different) -fyo

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