Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (11632)	10/5/2004 10:13:16 AM
From: Cary Salsberg	Read Replies (2) \| Respond to of 25522

Toshiba says there is difference between NAND and NOR. We knew that, but the AMD articles don't explicitly state that.

To: Proud_Infidel who wrote (11632)	10/7/2004 3:09:57 AM
From: etchmeister	Read Replies (2) \| Respond to of 25522

AMD, based in Sunnyvale, California, citing softness in sales of its memory chips used in cell phones and other devices, said on Monday its quarterly revenue will be lower than forecast, prompting a sell-off of its shares. I guess NAND is replacing NOR within handsets to certain degree; SAMSUNG is the largest Flash producer (NAND); Samsung is also a big player in handsets; I recall six to nine months ago some analysts got very excited when they found NAND chip in Samsung hand set. so the softness in NOR does not necessarily imply weakness in handsets; of course other drivers for NAND are doing very well