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

To: Charles R who wrote (85802)	1/7/2000 3:24:00 PM
From: kash johal	Respond to of 1572772

Charles, Re:"Flash" Flash is forecasted to grow 70% annually for next several years. I expect AMD/Fujitsu and Intel who together have >60% of the market to do exceptionally well. As folks add web/browsing and even perhaps full mini-displays to next gen phones the need to mobile 1memory capacity is likely to EXPLODE even faster than 70% per year. I think the dumbsh*t analysts have got the mobile story but have MISSED completely the flash story visavis Intel and AMD. regards, Kash