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Technology Stocks : WDC/Sandisk Corporation

WDC 163.33

+3.5%

Nov 28 9:30 AM EST

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To: Art Bechhoefer who wrote (20042)	4/10/2001 12:21:29 PM
From: Road Walker	Read Replies (2) of 60323

Art, SSB's report yesterday about semiconductors, including flash: Message 15637608 re: AMD appears to be taking a commanding position in embedded memory, particularly for applications in set top boxes, routers, cell phones, etc. But revenues from these sources are still small compared with AMD's microprocessor business for the PC market. I believe AMD's flash revenue is ~ 40% of total. Anyone feel welcome to correct me on that. John

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