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To: Tony Viola who wrote (155596)1/15/2002 10:12:44 PM
From: Petz  Read Replies (1) | Respond to of 186894
 
Tony, good point, AMD did lose a lot more sales prior to Q4. But if AMD's CPG sales are truly at record levels, it implies that AMD made all the decline back and then some.

However AMD's flash decline was more significant than Intel's because it was a bigger part of the company.

I hope that bearish flash report that came out today is incorrect. I'd like to see what Jonathan Joseph says about the flash market.

Petz


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