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To: Pravin Kamdar who wrote (139371)11/10/2004 3:55:08 PM
From: morpheus4567Read Replies (1) | Respond to of 275872
 
It looks to me like AMD reacted to Samsung's impending announcement.

"Already designed in"
Real product specs

Etc...



To: Pravin Kamdar who wrote (139371)11/10/2004 4:02:30 PM
From: dougSF30Read Replies (1) | Respond to of 275872
 
Pravin, you don't find the timing of the *announcement* from Samsung to be at all curious?

That's what I meant.

As far as a potential oneNand release, it's already been out there for a year or so. Evidently, it's not that exciting.

samsung.com

I wouldn't worry about any "huge potential impact" from this "news".

As I said, it's a reactive PR from Samsung.

Doug



To: Pravin Kamdar who wrote (139371)11/10/2004 4:09:55 PM
From: etchmeisterRead Replies (1) | Respond to of 275872
 
Does Intel have something to respond with regards to Samsung's oneNAND?
Samsung most recently announced they will build a fab to produce logic device (at foundry level);
could Samsung (one of the largest digital consumer "outfits") try to merge computation and digital entertainment.
Not an expert but couldn't Samsung emerge as a competitor for Intel as well - beyond flash memory?


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