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To: Road Walker who wrote (124194)1/4/2001 5:03:47 PM
From: Gary Ng  Respond to of 186894
 
John, Re: If you believe the analyst's, there is an abundance of flash. If you believe the manufacturer's, they are all pretty much sold out. Intel is adding flash capacity, so I imagine they are bullish on demand

And if you believe the roids, only AMD's flash is sold out. Intel has a stockpile of flash that no one wants and they have to make the MP3 players themselves to use them :-)

gary