Advanced Micro Devices - Moderated (AMD) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 215.11

+0.1%

Dec 24 12:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Dan3 who wrote (87932)	9/9/2002 4:24:22 PM
From: ptanner	Read Replies (1) of 275872

Dan, re: USB flash diskonkey These are very interesting and it is nice to see they now reach 512MB for $500 list with the smallest 8MB (5xfloppy) being $30 list. While this could be close to a floppy replacement it has a ways to go for Zip/CD-RW range at least in the mainstream. It does provide a great complement to an ultra-light notebook (as you noted). The effect on the flash market is positive but I don't see it as huge. Just one of those new incremental uses which allows for continued unit growth while bit-densities continue their geometric ramp. I think the DRAM market has reached saturation as the density growth exceeds the bit growth (e.g. total market revenue will be relatively static) but flash may have a couple more process generations since it can still facilitate new end uses and more advanced end uses. For AMD, these flash drives are less beneficial since AMD's NAND presence seems to still be very limited. -PT

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next