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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 231.80

+1.7%

Jan 16 3:59 PM EST

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To: Petz who wrote (48995)	7/25/2001 5:09:06 PM
From: Milan Shah	Read Replies (2) of 275872

Duh, like maybe the world will be buying a billion cell phones in the next 10 years? Not sure whether you were being condescending or not. The world will be buying 140 million processors this year, (compared to 100M cell phones) which says nothing about AMD's profitability. I was trying to seed a conversation here about what are the specifics of the Flash industry, so we can all be better informed. For starters, anyone know how to get data for things like: 1. What is AMD's market share of Flash memory? 2. What are ASPs in that market? What is the trend? 3. What are the technological changes on the horizon that can impact this industry and AMD's position? 4. Who are AMD's major customers in this area? For each of these questions, the answer wrt the processor world is known with amazing accuracy, but nary a mention of the Flash side of things. Milan

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