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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 231.83+1.7%Jan 16 9:30 AM EST
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To: mapmaker who wrote (136058)10/12/2004 11:34:45 PM
From: dougSF30Read Replies (1) of 275872
 
The only interesting thing is that Intel said flash UNITS were basically flat. However, if bits are up enough (i.e. the mix got significantly richer), then the implied (by flat units, increased revs) increased ASPs may not cover the increased costs.

But it is clear they did not ship gobs more flash in Q3.

Doug
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