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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Monica Detwiler who wrote (65630)	12/13/2001 10:42:01 PM
From: Dan3	Read Replies (1) \| Respond to of 275872

Re: You are right, they are getting closer. The most recent numbers I can find with a quick search show Intel just over $2 Billion while AMD/Fujitsu are at $2.7 Billion. If you want to consider that Intel can justify another 50,000 sq. ft. of its 2,000,000 to 2,500,000 sq. ft. please don't let me stop you. Then they're only paying to run 1,050,000 too many sq. ft. instead of 1,100,000 too many sq. ft. of cleanroom space. ebnews.com

To: Monica Detwiler who wrote (65630)	12/13/2001 10:43:02 PM
From: Mani1	Read Replies (1) \| Respond to of 275872

Re <<Hector Ruiz once stated that AMD and Fujitsu had 26% of the flash market and Intel had 23.6% - making the ratio about 110%. Of course, that ratio has probably changed to Intel's favor what with AMD doing so poorly in flash these days and Fujitsu closing one of their flash fabs.>> You are probably wrong. AMD has claimed that they are GAINING market share in flash. Flash ASP's have collapsed and that is the reason behind poor performance by AMD's flash division. Mani