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

To: TechieGuy-alt who wrote (139118)	11/8/2004 10:02:49 PM
From: Elmer Phud	Read Replies (1) \| Respond to of 275872

TechieGuy Why make the announcement now when they will be sampling "early 2005". Intel has retaken the #1 spot in NOR Flash and they have mentioned some breakthroughs coming in terms of speed and density. Perhaps this is an attempt to preempt?

To: TechieGuy-alt who wrote (139118)	11/8/2004 10:05:58 PM
From: niceguy767	Respond to of 275872

"It really troubles me that they are not yet sampling but are making PR announcements" Hey, I could understand your being troubled if it were INTC doing the announcing given their recent history, but it just ain't INTC posting this release! This is a huge announcement for AMD, not unlike the Spry Athy announcement and not unlike the Opteron announcement in potential implication and scope for AMD, i.e. one that has potential to shape flash direction over the next 5 years, not unlike Athlon 64 has redefined the cpu direction. Given positive developments to date, AMD had an obligation to report this "material" event!

To: TechieGuy-alt who wrote (139118)	11/8/2004 10:15:05 PM
From: Petz	Read Replies (1) \| Respond to of 275872

I don't think its a fluff announcement. If samples are coming in 2-3 months, they need to release the interface specs for the parts they will be sampling on a "public" basis. Then customers can design some prototype test projects to evaluate the parts when they are available. Because of publicity like this, other potential customers that AMD doesn't even know about may inquire about the parts. No, I don't expect datasheets stamped "preliminary" on AMD's website yet, but I suspect these are available to any serious customer that requests them. And I do think Spansion is being groomed for an IPO, though at this point I can't figure out what percentage of Spansion will be AMD's, Fujitsu's and publicly held. Petz