Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

AMAT 322.51

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Feb 6 9:30 AM EST

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To: Big Bucks who wrote (15976)	9/15/2005 11:54:10 PM
From: etchmeister	Read Replies (2) of 25522

(we are all going to throw away these cards before they fail after 100K reads/writes. In fact we all will die, before they fail!) You might want to check in with SNDK board - (what's really remarkable is that NAND flash litterally exploded - both Intel and AMD are NOR players but NOR seems to be restricted to cell phones). I like the SNDK board a lot - AMD and INTC too polarized (they either have blue or green tinted sun glasses); did a little more reading on AMD vs Intel (remember IDT and NSM going into CPU business? Cyrix? And NexGen IPO - it appears that AMD picked some of the technology up from NextGen); we shall see how AMD's 65nm ramp goes and how Charter works out - last time they tried to work with UMC and it did not take off at all To: etchmeister who wrote (28583) 7/26/2005 6:40:21 AM From: Pam Read Replies (1) of 29021 Hi Etchmeister, The first article is referring to 8Gbit MCP part. Basically, it is 2x4Gbit chips fused together and is available from both Toshiba and Samsung. The second article is referring to a monolithic 8Gbit part which no one currently has but Toshiba is going through an internal qualification and will be in production before this quarter is over. Once this part is available, you will see 16Gb MCP (2x8Gbit) part available also. DT have often written misleading articles referencing these chips and it has been going on for a long time. For now, Samsung has been a process leader and Toshiba has been density leader at a more mature process. What I mean by that is- Samsung is the first to produce production quality 70nm parts (this is the 4Gbit monolithic chip introduced early this year) where as Toshiba has been manufacturing 4Gbit monolithic parts at 90nm since 3Q of 2004. Of course, Samsung's chip is faster and more durable as it is SLC but Toshiba's part is much cheaper and fast enough for most applications and durable enough for its useful life (we are all going to throw away these cards before they fail after 100K reads/writes. In fact we all will die, before they fail!) and it is MLC. Hope this helps and clears some confusion. -Pam

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