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To: andreas_wonisch who wrote (59203)10/18/2001 7:19:57 PM
From: Paul EngelRespond to of 275872
 
I was also very surprised to hear that flash was still profitable (but probably close to break-even -- my guess). That must mean that the CPU business is much worse than we think. So almost all losses came from the ~500 million CPU revenues alone. Extremely disappointing.

Now that IS something to think about.



To: andreas_wonisch who wrote (59203)10/18/2001 9:37:09 PM
From: AK2004Read Replies (1) | Respond to of 275872
 
Andreas
we keep coming back to market share. Did not Jerry mentioned that on cash flow of cpu was positive?
Regards
-Albert



To: andreas_wonisch who wrote (59203)10/18/2001 9:39:47 PM
From: Joe NYCRead Replies (1) | Respond to of 275872
 
Andreas,

It is amazing that flash is still profitable. Flash sales are down 50% from a year ago, 33.5% QOQ.

Joe


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