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

To: Paul Engel who wrote (100595)	3/28/2000 9:55:00 PM
From: Dan3	Respond to of 1571808

Re: So far, it looks like AMD and Motorola have both shafted each other on that deal ! <ROTHFLOL> Touche! Dan

To: Paul Engel who wrote (100595)	3/28/2000 10:23:00 PM
From: Cirruslvr	Read Replies (1) \| Respond to of 1571808

Paul - RE: "Using a 0.5-micron process, the second-generation flash technology can be programmed much faster than Motorola's previous flash, and as much as 100 times faster than OTP parts, the company said." According to one of the powerpoint presentations from the AMD analyst conference from November last year, FASL was using a .5 micron process for flash in 1995. Are you sure this process from SST is replacing AMD/FASL's? That article also says - "Motorola intends to skip the 0.35-micron generation for its HC08 family, moving from half-micron to 0.25-micron devices in the first quarter of 2001." In 2001 FASL will be using a .18 micron process. Check out this chart of SSTI - finance.yahoo.com And all they do is flash with much lower sales than AMD's flash. Of course, their market cap is only ~2B. I think Yougang mentioned this stock last year.

To: Paul Engel who wrote (100595)	3/28/2000 10:57:00 PM
From: Richard Wang	Read Replies (1) \| Respond to of 1571808

Re: Last year, Motorola licensed a split-gate flash technology from Silicon Storage Technology Corp. (SST), which Motorola first implemented in two low-density families of the HC08 line. This year, the SST flash, which Motorola calls its second-generation flash, will be offered on 10 parts with up 60 kbytes of flash each. Paul, Isn't this the same SSTI that you called a penny stock when I told you that I bought at 2 a bit over a year ago? After suing SST unsuccessfully, even Intel is now a partner with SST. Regards, Richard

To: Paul Engel who wrote (100595)	3/28/2000 10:58:00 PM
From: Elmer	Read Replies (1) \| Respond to of 1571808

Re: "Speaking of Flash memory, did any of you AMDroids wonder what happened to AMD's Flash Technology that Motorola received in exchange for Motorola's Copper Rear End process? I'm sure all you AMDroids are dying to find out. So here goes. Motorola DUMPED the AMD process and, instead, licensed a much better FLASH process from SSTI, which is being used to put SSTI's Flash technology into Motorola's complete line of 8-bit Embedded Microcontrollers" NiceGuy has been consistently wrong on just about everything. Don't forget to mention that Intel is the world's leading supplier of Flash memory. On a seperate note, I closed out my short position in April $37.5 puts and sold April $45s instead. I took the premium and bought more AMD shares which I then sold CCs on. I'm picking up a rather respectable holding in AMD which I have never invested a single penny of my own money into. Assuming my April $60 CCs hold, I will sell more CCs for May as well as more puts and use the premiums from both to buy more shares and sell more CCs and buy more shares etc etc. Zero out of pocket while these guys loose on their long calls. EP