Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Mani1 who wrote (84210)	12/27/1999 6:19:00 PM
From: tejek	Respond to of 1574674

Mani, in the audio they said that Fujitsu and AMD has 35% of the flash market....do you know what percentage intc holds? This should give AMD a pop up tomorrow. ted

To: Mani1 who wrote (84210)	12/27/1999 6:36:00 PM
From: Goutam	Read Replies (1) \| Respond to of 1574674

Mani, Fujitsu, AMD to Expand Flash Chip Production by 1/3 Monday December 27, 5:25 pm Eastern Time biz.yahoo.com; Some important points from this audio clip - o AMD/Fujitsu will increase Flash Memory production by 1/3 starting from 2Q'00. o Currently they are producing 24Million 8Mbyte Flash devices/month for the Cellular Phone market. The production will be increased to 32Million such chips per month. o AMD/Fujitsu world wide Flash market share is 35%. World wide Flash market size was USD 2.1B in 1998. Based on my estimate of 310M of flash revenues in Q1'00, the total Flash revenues in Y2K can easily approach 310M + 33101.35 ~ 1.6B, ignoring any ASP degradation and any other incremental capacity increases in the rest of the Y2K. Goutama