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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: andreas_wonisch who wrote (145453)	10/16/2001 5:11:38 PM
From: Joe NYC	Respond to of 186894

Andreas, Wireless Communications and Computing Group ** Flash memory unit shipments were higher than the second quarter. That answers my question as far as where flash goes, which doesn't really seem like a very precise breakdown, since flash goes to products in all segments. But if flash is primarily in the Wireless Communication group, which showed very minor sequential drop, it would imply that Intel's flash is not doing badly. It looks like Intel suffered the collapse of flash sales before AMD, mainly in Q1, and Q2, while AMD's drop happened partially in Q2, and mainly in Q3. I guess this has to do with the contracts that AMD has been talking about. Joe