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Technology Stocks : Intel Corporation (INTC)
INTC 40.56+10.2%Nov 28 9:30 AM EST
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To: Tenchusatsu who wrote (180785)4/16/2005 11:42:38 AM
From: Dan3  Read Replies (1) of 186894
 
Re: You mean that goes directly into Intel's coffers? Thanks for the good news, Dan!


Yep, that or Spansion's (the AMD spinoff).

Unless, of course, Intel keeps selling flash at about half the cost of production.

But there isn't any point to that if dumping flash below cost doesn't serve to reduce the resources available to Intel's CPU competition, AMD.

So I'd expect Intel to lose a lot less money on flash ($800 million, last quarter) once AMD has spun off Spansion.
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