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

To: niceguy767 who wrote (80072)	5/14/2002 11:50:27 PM
From: milo_morai	Read Replies (3) \| Respond to of 275872

<font color=green>From TMF:MirrorBit stores two bits per cell by creating two distinct storage nodes per cell in a layer of nitride deposited below the cell's gate. By contrast, Intel's StrataFlash approach uses four distinct levels of charge to create two bits per cell. What is different: compared to 64MB parts from Intel and AMD, Price: MirrorBit Flash sells at $7.95 vs Intel's StrataFlash at $16. AMD has price advantage. A. Access time: MirrorBit 90ns, StrataFlash N/A. P. Access time: MirrorBit 25ns, StrataFlash N/A. Write speed: MirrorBit 47ns/Byte(16 word/6us), StrataFlash 6000ns/Byte (6us/Byte). Erase time: MirrorBit 0.64ns/Byte(64KB/100us), 10 times faster than Intel. Voltage: MirrorBit 3.0v on .18u process(1.8v at yearend), StrataFlash 5v, (1.8v in Aug-2002) AMD MirrorBit Press features and specifications: High-density, 64 Megabit Flash memory, Single 3.0 Volt power supply Asynchronous access times as fast as 90 nanoseconds Page mode access times as fast as 25 nanoseconds 16 word performance enhancing write buffer offers programming times as fast as 6 microseconds Small 64kB sectors with erase times as fast as 100 microseconds, ten times faster than competing products Minimum of 20 years' data retention at 125 degrees Centigrade Minimum of 100,000 erase cycles per sector Pricing The Am29LV640M MirrorBit product is priced at $7.95 in 10,000 piece quantities. Intel Sampled StrataFlash Intel StrataFlash components operate at 5V Vcc with 6 µS/Byte effective write speed. 6 us/Byte = “write 16 words in 768 us”. (http://www.intel.com/pressroom/archive/releases/FL091797.HTM) AMD MirrorBit roadmap A 1.8-V MirrorBit part will require AMD to upgrade to a 0.13-micron process at its flash fabs in Japan, The 0.13-micron process will be ready next year at one fab in Japan, and later for the other two flash facilities. the company said. By 2004, that process will support a gigabit-density MirrorBit part. Fab25 will be mass produce 64MB MirrorBit from Q3 and converts to .13u by yearend according to AMD. May-2002, new Intel 64MB priced $16 converge.com Intel 1.8 Volt Wireless Flash Memory: Pricing and Availability The Intel 1.8 Volt Wireless Flash memory will be available in 64- and 32-Mbit densities. The 64-Mbit density is currently sampling and will be in production in August, while the 32-Mbit density will sample in June and be in production in October. A 128-Mbit density chip will also sample later this year and be in production in 2003. AMD pits MirrorBit against Intel StrataFlash eetimes.com Wenh99 posted M.

To: niceguy767 who wrote (80072)	5/15/2002 3:21:53 AM
From: SteveC	Read Replies (1) \| Respond to of 275872

When companies making 4 cents a share per quarter are trading at $18, if AMD would consistently make a quarterly profit, your $50 per share estimate does not sound like a pipe dream. Network Appliance Posts Fourth-Quarter Profit By REUTERS Filed at 7:58 p.m. ET SAN FRANCISCO (Reuters) - Network Appliance Inc.reported on Tuesday a fiscal fourth-quarter profit as the computer data storage maker saw signs of stability among customers and reaped the benefits of cost cuts. For the quarter ended April 30, the Sunnyvale, California-based company reported profits before one-time items of $14.6 million, or 4 cents per share, compared with a profit, excluding one-time items, of $7.9 million, or 2 cents per share, in the quarter a year earlier. Analysts polled by Thomson Financial/First Call on average had forecast earnings per share of 4 cents, unchanged from the 4 cents in the previous quarter, as the company itself predicted three months ago. Revenue was pegged at $207 million for the fourth quarter, in line with company forecasts. Actual revenue was $204.9 million, compared with $225.8 million a year earlier. Network Appliance Inc. also said on Tuesday it sees fiscal first quarter revenue of $205 million to $215 million and that it continues to compete well against rival EMC Corp. In addition to the revenue outlook, Chief Executive Dan Warmenhoven told Reuters that he expects first-quarter earnings per share on a pro forma basis of 4 cents to 5 cents and gross margin percentage at 60 percent or slightly higher. Referring to EMC, Warmenhoven said, ``We're kicking them in the shins,'' noting in particular what he said were Network Appliance's stronger product offerings and lower prices compared to EMC.Analysts forecast Network Appliance to earn 4 cents a share in the first quarter, according to research firm Thomson Financial/First Call, on revenue of $217.3 million. Network Appliance also made good progress in selling its storage devices and software into the big business market where database software from the likes of Microsoft Corp., International Business Machines Corp. and Oracle Corp. are found. ``Over a third of our business this quarter went into the database environment,'' Warmenhoven said, adding that two years ago that figure was less than 10 percent. The company also achieved its goal of rebuilding backlog to a level of four weeks, which it accomplished in the fourth quarter. Executives said on a conference call that it aimed to keep it at those levels. Network Appliance has guided analysts to expect fiscal 2003 revenue in the $950 million range, but Warmenhoven said he would like revenue to return in the current fiscal year to the billion-dollar mark, which it reached in fiscal 2001. That $1 billion revenue figure, however, depends on the overall growth rate of the storage industry and the size of any market share gains that Network Associates scores. ``In order for us to get to the billion we either have to take share or the market has to grow faster,'' Warmenhoven said. ''We're hopeful that the market rebounds and grows faster than expectations.'' Shares of Network Appliance rose 71 cents, or 4.1 percent, to $18.04 on the Nasdaq on Tuesday. Network Appliance shares have declined 3.8 percent year to date, compared with a 5.3 percent decline in shares of EMC. Excluding amortization, charges, expenses and other items, the company said net income rose to $7.77 million, or 2 cents a share, from $479,000, or nil per share, in the year-ago period.