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


To: AK2004 who wrote (117720)6/26/2000 4:39:00 PM
From: tejek  Respond to of 1576648
 
the reason, imho, is flash. Bloomerg just posted that cellular phone supplys are getting better which would lead to decrease in prices. While flash component prices are firm the supply is getting much better. Considering that both amd and intel are building new flash plants that may not be good news.....

That's why SSTI is down nearly 10 today. You can't trust flash......its like a flash in the pan...get it? <g>

ted



To: AK2004 who wrote (117720)6/26/2000 4:57:00 PM
From: Jim McMannis  Read Replies (1) | Respond to of 1576648
 
RE:"the reason, imho, is flash. Bloomerg just posted that cellular phone supplys are getting better which would lead to decrease in prices. While flash component prices are firm the supply is getting much better. Considering that both amd and intel are building new flash plants that may not be good news....."

Sandisk was up on the day.

More supply of flash is inevitable. Hoping that demand still out-strips it...

Jim



To: AK2004 who wrote (117720)6/27/2000 12:11:00 AM
From: TimF  Respond to of 1576648
 
While flash component prices are firm the supply is getting much better. Considering that both amd and intel are
building new flash plants that may not be good news.....


Atleast AMD has a lot of there flash sales locked up in long term contracts.

Tim