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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: StanX Long who wrote (63055)	4/22/2002 12:16:39 AM
From: StanX Long	Read Replies (1) \| Respond to of 70976

Could it be a flash 'boom'? AMD says so, steps up efforts to beat Intel After 18% sequential drop in Q1 memory sales, company predicts 'substantial' growth in Q2 By J. Robert Lineback Semiconductor Business News (04/19/02 18:19 p.m. EST) siliconstrategies.com Here it goes, the end of the "flash crash" and the start of what could be the "flash bash." After the worst downturn ever in flash memories, chip makers are starting to talk about significant revenue growth in the segment during the months ahead, and they are telling nonvolatile storage customers about the risk of allocation at the end of this year. Analysts are also raising their forecasts for flash sales. This week, for example, puzzled financial analysts quizzed the CEO of Advanced Micro Devices Inc. about his bullish outlook for flash revenue growth in the second quarter after more than a year of shrinking sales and falling average selling prices. W.J. (Jerry) Sanders III said a "substantial increase" in Q2 flash sales would be driven by a "mixed brew" of higher unit shipments and higher ASPs. No specific numbers were issued, but Sanders' prediction is an about-face for AMD's struggling flash business.