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


To: tejek who wrote (118066)6/28/2000 1:22:00 PM
From: Gopher Broke  Read Replies (1) | Respond to of 1576627
 
There has been some anecotal evidence that the flash shortage is over

I thought AMD had sold their flash production a year forward? Presumably there was a contract involved here and the buyers can't just walk away even if the price tanks. A year seems like plenty of time to switch FAB capacity to other things if flash is in the pan (which I do not believe).



To: tejek who wrote (118066)6/28/2000 1:40:00 PM
From: Pravin Kamdar  Read Replies (2) | Respond to of 1576627
 
Some flash projections:

nikkeibp.asiabiztech.com

Pravin.