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

To: combjelly who wrote (149879)	11/27/2001 4:33:16 PM
From: Road Walker	Read Replies (2) \| Respond to of 186894

From Briefing.com 14:58 ET Intel (INTC) 32.91 +1.04: -- Update -- Hearing from sources at Lehman that analyst Dan Niles remains cautious on INTC; believes that company's sales thus far in the qtr are less important than end-user sales from companies such as DELL between Thanksgiving and year-end; Niles is also prepared to downplay any upside in those numbers by arguing that such Q4 strength in sales would come at the expense of Q1 sales.

To: combjelly who wrote (149879)	11/27/2001 4:59:46 PM
From: Elmer	Read Replies (1) \| Respond to of 186894

If it is true, then all of Elmer's concerns over AMD being two generations behind might not be a problem... Combjelly, AMD is claiming Intel will intro their .13u Flash process in 2H'03 but Intel seems to have something else in mind: intel.com "Intel Introduces First Flash Memory Product On 0.13-Micron Process Technology Extends Leadership in Advanced Process Technology SANTA CLARA, Calif., Oct. 23, 2001 -- Intel Corporation today introduced the industry's first flash memory product built on 0.13-micron process technology. The new flash memory chip is nearly 50 percent smaller and consumes less power than its 0.18-micron predecessor, making it ideal for cell phones and other electronics equipment where small form factors and low power are critical requirements. "Intel continues to lead the industry in flash memory technical innovation and reliability," said Curt Nichols, vice president and general manager of Intel's Flash Products Group. "Intel is also the leading supplier of flash memory. Our goal is to ship 0.13-micron flash products before our closest competitors ship 0.18-micron products, putting Intel two product generations ahead of the next largest supplier."

To: combjelly who wrote (149879)	11/27/2001 11:37:50 PM
From: wanna_bmw	Read Replies (1) \| Respond to of 186894

Combjelly, Re: "sorry about polluting the thread. But there has been so much butt-slapping here over how AMD is falling behind in flash, I had to post. My most abject apologies." No apologies necessary. AMD holds their own in flash (for now), though I am interested in hearing about Intel flash technology, and how it compares with AMD's, as well. For the time being, Intel seems to hold somewhat of a lead. Might there be problems between AMD and Fujitsu to allow AMD to lose sales of flash while Intel gains? wbmw