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Technology Stocks : Intel Corporation (INTC)

INTC 37.49

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12:04 PM EST

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To: milo_morai who wrote (149773)	11/27/2001 10:53:50 AM
From: Elmer	Read Replies (1) of 186894

Flash is what is hurting AMD right now, but you already know that don't you? as it's 40% of AMD's revenue's. AMD is about to be 2 generations behind in Flash process technology so large die and low density will hurt badly. No money for process development. No money for an advanced fab. AMD's Flash is in a world of hurt. EP

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