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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: Milan Shah who wrote (49006)	7/25/2001 6:11:05 PM
From: Petz	Read Replies (4) of 275872

Sorry, Milan, I misread the intentions of your post, not having been frequenting "The Thread" as much as I used to. CJ's response 206.253.217.10 was a lot more informative. When he said, Flash has potential for a lot more than flash. he meant ... a lot more than CELL PHONES. I think cell phones is about 1/3 of the market demand for Flash. Other "Flash Facts" AMD+Fujitsu is larger than Intel in flash production but Intel is probably 50% larger than either one. I'm not clear on whether the joint venture is owned equally by AMD and Fujitsu or who sells what percentage of it's output. CJ's main point is that Flash, like everything else is highly cyclical, but most would agree that the long term growth rate of the Flash Memory industry is at least as large as the CPU industry. Petz

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