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

To: Petz who wrote (48995)	7/25/2001 4:50:48 PM
From: combjelly	Read Replies (1) \| Respond to of 275872

"like maybe the world will be buying a billion cell phones in the next 10 years?" Flash has potential for a lot more than flash. The shortage last year was so severe that there were many projects that got shelved because you couldn't get samples or product for small production runs except at prices that were insane. We were being quoted 38 weeks plus for production quantities of flash last year. No company is going to release a product under those circumstances. Now that there is supply, some of those products are going to be dusted off and make it to production. There are also others that are going to be designed now. At current pricing per bit, you will likely see some products that are practical now that weren't practical before. The electronics industry goes through these cycles all the time, with the low points making practical new products that soak up the excess. This time is not unique, except that there are a whole lot more things that can be done with the integrated processors that exist. Displays are still expensive for graphics units, if a way is found to produce a decent quality QVGA for under $10 or $5, a whole new world will open up...

To: Petz who wrote (48995)	7/25/2001 5:09:06 PM
From: Milan Shah	Read Replies (2) \| Respond to of 275872

Duh, like maybe the world will be buying a billion cell phones in the next 10 years? Not sure whether you were being condescending or not. The world will be buying 140 million processors this year, (compared to 100M cell phones) which says nothing about AMD's profitability. I was trying to seed a conversation here about what are the specifics of the Flash industry, so we can all be better informed. For starters, anyone know how to get data for things like: 1. What is AMD's market share of Flash memory? 2. What are ASPs in that market? What is the trend? 3. What are the technological changes on the horizon that can impact this industry and AMD's position? 4. Who are AMD's major customers in this area? For each of these questions, the answer wrt the processor world is known with amazing accuracy, but nary a mention of the Flash side of things. Milan