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To: mapmaker who wrote (136058)	10/12/2004 11:28:34 PM
From: Elmer Phud	Read Replies (1) \| Respond to of 275872

mapmaker So either Intel suddenly lost hundreds of millions more dollars this quarter on stable sales of commodity networking gear or they sold gobs of flash at a loss in order to gain marketshare. Commodity networking gear??? That's a laugh! You are clueless. Doesn't take a rocket scientist to see which is the right answer... I knew a rocket scientist. He was a friend of mine. You mapmaker are no rocket scientist...

To: mapmaker who wrote (136058)	10/12/2004 11:34:45 PM
From: dougSF30	Read Replies (1) \| Respond to of 275872

The only interesting thing is that Intel said flash UNITS were basically flat. However, if bits are up enough (i.e. the mix got significantly richer), then the implied (by flat units, increased revs) increased ASPs may not cover the increased costs. But it is clear they did not ship gobs more flash in Q3. Doug