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: Road Walker who wrote (101857)	3/31/2000 9:29:00 AM
From: Tony Viola	Respond to of 186894

John, maybe it is flash, although they're certainly used in lots of other products besides comm products. So AMD won't be cutting off their nose to spite their face for once. Tony

To: Road Walker who wrote (101857)	3/31/2000 2:12:00 PM
From: Ibexx	Read Replies (1) \| Respond to of 186894

Re. I assume communications chip group means flash memory. With due deference, that is a very narrow definition. Have you followed PMCS, RFMD, TQNT, VTSS, CNXT and TXN? Regards, Ibexx

To: Road Walker who wrote (101857)	4/2/2000 3:30:00 PM
From: ptanner	Read Replies (1) \| Respond to of 186894

John & Tony: Re AMD's Comm division (cross-posted from AMD list): John, Re: Tony's question on AMD Comm Division. It is a separate business group and an overview can be found on this page: amd.com Look 2/3 of the way down the page at "Networking and Communications." For 4Q99 this group was responsible for $94M in sales (about 10% of the total) and reported 34% Q-Q growth and 48% YOY (see amd.com. AMD's brief press release on decision to retain group can be found here: amd.com. Selected data on AMD's divisions here: amd.com. Sorry I didn't assist earlier -- it was a nice sunny weekend here and apparently elsewhere as traffic was slow on SI. Tony: <Flash sure is hot. Should be good for both Intel and AMD for the rest of the year. I wouldn't mind owning a pure play in flash, but I think the stocks are a little pricey.> The pure flash players (I think I have only looked at one or two) seem to be very highly valued so it would seem that INTC & AMD would be better ways to invest in this area? Both INTC & AMD are working to expand their fab space (INTC through acquisition and construction and AMD through licensing additional fabs) so as supply matches demand the little players may be in a tough position to stay profitable. PT