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.

Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: blrmkr who wrote (97935)	1/31/2000 5:02:00 PM
From: Gary Kao	Read Replies (1) \| Respond to of 186894

blrmkr: thanks for the insight re: Intel's flash... May I ask you a few questions: 1. WHY exactly (i.e. what are the key hardware principles involved) is Intel's flash better for code and NOT data? 2. Are you implying that the Intel Miniature Card initiatives are virtually moribund? This is certainly the first time I've heard about it...Intel has had has had at best a history of mixed success with spin (i.e. media "guidance" and marketing)...but to go thru all this effort and inadequately publicizing it in trade journals and conferences is almost apalling. 3. Do you have an opinion regarding the relative growth rates of adoption of "data flash" vs. "code flash"... is one swamping the other? I would imagine the explosion of the digital camera and MP3 player markets has rocketed "data flash" demand? Thanks in advance for your further thoughts. OT: do you feel Atmel's recent price deflation has been unwarranted? I wonder if Atmel's growth prospects match that of the other darling semi companies that we all hear about, re: VTSS, RFMD, LSI.... Gary