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To: combjelly who wrote (149884)	11/27/2001 6:27:53 PM
From: Elmer	Read Replies (3) \| Respond to of 186894

Does StrataFlash have a 20 year retention time, 1 million erase cycles, the temperature range and cycle time of MirrorBit? Probably not but who needs 20 year retention and how many times will you flash your bios or snap pictures with your digital camera? Where you need these feature I'm sure AMD will find a home but how big is that segment compared to the whole market? EP

To: combjelly who wrote (149884)	11/27/2001 7:23:15 PM
From: Paul Engel	Read Replies (2) \| Respond to of 186894

Re: "Does StrataFlash have a 20 year retention time, 1 million erase cycles, the temperature range and cycle time of MirrorBit? " Does AMD's Smoke & Mirror Bit have any customers - like these Intel StratFlash customers? The four customers -- Scientific-Atlanta, Motorola Broadband Communications Sector, Thomson Multimedia and Hughes Network Systems -- are using Intel's multi-level cell flash technology, called StataFlash. The deals give Intel a lead position as a flash supplier in the set-top box segment, according to Curt Nichols, vice president of Intel's flash group. Intel snares flash design wins in set-top box market By Jeanne Graham, EBN Nov 27, 2001 (9:44 AM) URL: ebnews.com Intel Corp. today said its flash memory technology has been adopted by four major set-top box OEMs. The four customers -- Scientific-Atlanta, Motorola Broadband Communications Sector, Thomson Multimedia and Hughes Network Systems -- are using Intel's multi-level cell flash technology, called StataFlash. The deals give Intel a lead position as a flash supplier in the set-top box segment, according to Curt Nichols, vice president of Intel's flash group. Nichols did not reveal specifics about the arrangements with the vendors, but did say they were new customers. "Two years ago we didn't sell to any of these people," said Nichols. "In the past 24 months, StrataFlash has opened the door and they are all using it." Set-top boxes are both a growth segment for the communications industry and a growth opportunity for flash memory, said Nichols. "It's the flash memory that allows the set-top box to be reprogrammed in the field, which extends the service life of the box," Nichols said. "As a non-volatile memory, flash retains the program features, whether code or data settings, even if power is interrupted." Set-top boxes are an ideal place to put high density, low-cost-per-bit, flash memory, said Jim Cantore, principal memory analyst, iSuppli Corp., El Segundo, Calif. But cell phones, with estimated sales of about 400 million units, will continue to be the dominant market for flash memory, he said. Set-top boxes, by comparison, are expected to reach about 40 million units this year, he said. The average cell phone requires about 2 to 6Mbytes of flash per unit, although the more advanced systems use up to 12Mbytes, he said. The average set-top box uses 2 to 4Mbytes of flash, he said. Like other top flash vendors, Intel garners the bulk of its flash revenue from the cellphone market. Set-top boxes are now Intel's second-largest flash revenue generator, with PDAs holding third place, Nichols said. "If you look at the flash business, there are two things we know people love to do," said Nichols. "That's talk and watch TV. With cellphones and set-top boxes, we've got both of those covered."