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To: Dave who wrote (149218)11/22/2001 9:06:27 PM
From: Tony Viola  Respond to of 186894
 
What is the rationale that AMD will profit 100M on the sales of flash in the next 2 quarters? Is this what AMD MGMT stated in their last CC?

Dave, AMD said in their CC that flash would continue to suffer and their goal was to just maintain market share. That spells lose money in flash. I think they said it might break even in Q3-02.



To: Dave who wrote (149218)11/22/2001 9:52:18 PM
From: Bill Jackson  Read Replies (1) | Respond to of 186894
 
Dave, I think the JIT market will revive flash faster than many think. TWT.

Bill


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