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Technology Stocks : Intel Corporation (INTC)

INTC 43.75

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Dec 3 3:59 PM EST

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To: nihil who wrote (37572)	10/24/1997 10:23:00 PM
From: Elmer	Read Replies (1) of 186894

nihil, I was not aware that Intel had second sourced it's flash products to Micron. I do know about Sharp though. My hope is that they dump flash asap. I can't see any reason to keep it. It's losing money, using up fab capacity and the process seems to be different enough from Intel's logic process that it makes little sense to spend R&D dollers developing 2 different processes. Can you or anyone else present an agruement on why Intel should keep it, other that perhaps keeping AMD from making money in flash. EP

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