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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: dale_laroy who wrote (48984)	7/25/2001 3:03:24 PM
From: Windsock	Respond to of 275872

Re:"Because, as bad as the processor market is, Flash is suffering far greater losses." AMD said that its flash business was still profitable in Q2 but the flash market had worsened. Also, flash gained market share, superior product, kicked Intel's butt etc. For Q3 the flash market was supposed to get worse.

To: dale_laroy who wrote (48984)	7/25/2001 3:17:40 PM
From: Milan Shah	Read Replies (1) \| Respond to of 275872

Because, as bad as the processor market is, Flash is suffering far greater losses. AMD is bigger in Flash, and Intel does not need higher ASPs in Flash than AMD So, what you are really saying is that AMD is more in the same boat as someone like TXN or NOK than Intel. So, 99.9% of the posts on this thread that talk about processors and manufacturing prowess are essentially barking up the wrong tree, since it has no impact on flash. So, what is the key to Flash recovery or atleast stabilization? Does anyone have data or opinion on whether AMD can make Flash memory in a profitable manner? I seem to recollect that the only reason AMD made money on flash so far was because of long-term contracts that got it higher than market prices. As people default on those contracts, and or as the contracts expire, what happens next? Is there anything on the horizon that could cause AMD to return to profitability on the Flash front? Milan