SI
SI
discoversearch

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


To: Tony Viola who wrote (147237)11/9/2001 11:14:16 AM
From: Road Walker  Read Replies (1) | Respond to of 186894
 
Tony,

re: Ostensibly, may be due to their living off inventories. Than again, maybe not.

I don't know the distribution of flash customers for each flash company, but I suspect they mostly drink out of the same trough. Maybe it's just weakness at AMD's customers, but I guess they are getting beat on a competitive basis.

John