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To: Monica Detwiler who wrote (65647)12/14/2001 12:08:05 AM
From: Dan3Read Replies (1) | Respond to of 275872
 
Re: The Intel data is from their Wireless group which is primarily Flash.

Are you sure bluetooth, 802b networking (aka Intel anypoint), 802a networking aren't wireless?



To: Monica Detwiler who wrote (65647)12/14/2001 12:56:36 AM
From: Mani1Read Replies (1) | Respond to of 275872
 
Re <<How's that, Mani?>>

Intel does not break out the number for flash, so your argument is not valid.

Mani



To: Monica Detwiler who wrote (65647)12/14/2001 1:04:11 AM
From: Joe NYCRead Replies (1) | Respond to of 275872
 
Monica,

One thing you are overlooking is that Intel's sales collapsed in Q1 (overall), by some 25%, while the collapse of AMD's flash was delayed because of the longer term contracts AMD signed.

Q3 2001 vs. Q3 2000 with flash broken out would be a more valid comparison.

Joe


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