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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: greg nus who wrote (75444)	10/13/1999 11:33:00 PM
From: Process Boy	Read Replies (1) \| Respond to of 1572649

greg - <AMD is the industry leader. Intel flash products are no where near the profromance of AMD flash products> Greg, I'll preface this by saying even though I work at Intel, I work with logic and not memory products or processes, and I admittedly haven't followed this business very much to date. But reportedly, the flash market is starting to heat up. That said, could you please point me to some back-up for your statements concerning Intel vs.AMD products? I do know Intel is credited for "inventing" flash memory products. Intel usually has a large market share according to the presentations I've seen. I'm not disputing what you say, but I would like to see some backup to your claims, if possible. PB

To: greg nus who wrote (75444)	10/14/1999 12:38:00 AM
From: Charles R	Read Replies (2) \| Respond to of 1572649

Greg, <If you are an AMD stockholder your missing the reason for AMD to own flash. > Actually, I am missing the reason why AMD should own flash. There is very little synergy between the processor business and flash business either on the operations side or the customer side. AMD flash business is extremely well respected, last time I checked a close second to Intel in revenues, a spin-off will be a bonanza to stock holders. The memory group (of which Flash is the largest part) is expected to do about ~750M this year. As a stand alone play, in today's environment, I predict that this memory company would be worth more than the current AMD stock price. I would like to hear why it makes sense to have these two disparate businesses together. Chuck