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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.90-0.1%3:59 PM EST

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To: Monica Detwiler who wrote (65630)12/13/2001 10:43:02 PM
From: Mani1Read Replies (1) of 275872
 
Re <<Hector Ruiz once stated that AMD and Fujitsu had 26% of the flash market and Intel had 23.6% - making the ratio about 110%. Of course, that ratio has probably changed to Intel's favor what with AMD doing so poorly in flash these days and Fujitsu closing one of their flash fabs.>>

You are probably wrong. AMD has claimed that they are GAINING market share in flash. Flash ASP's have collapsed and that is the reason behind poor performance by AMD's flash division.

Mani
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