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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 215.11+0.1%Dec 24 12:59 PM EST
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To: jlh682 who wrote (87920)9/7/2002 11:02:51 PM
From: Dan3Read Replies (1) of 275872
 
Extremely informative post from SDWalks:

Including: Unlike DRAM makers, he said, flash suppliers didn't overbuild capacity and therefore will have the upper hand next year in price negotiations with customers. Handy predicted that, having had poor visibility for so long, it will take suppliers several months to align product mixes with demand. Shortages will be more pronounced in higher NOR densities, while NAND flash will likely remain in oversupply until next year, he said.

AMD's flash is mainly NOR.
ragingbull.lycos.com
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