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

To: dougSF30 who wrote (139381)	11/10/2004 4:09:58 PM
From: Pravin Kamdar	Read Replies (2) \| Respond to of 275872

Doug, As far as a potential oneNand release, it's already been out there for a year or so. Probably explains Samsung's recent market share increase. The new product (as compared to the one in your link) is 3.5X faster in read performance, 90nm, and 1 GBit. Curious that this does not worry you in the least. AMD was over a year late with MirrorBit (more like two years). I have zero confidence, that when they say ORNAND next year, that any material revenue will come form it in 2005. I know you think I'm getting "hysterical" again, but you underestimate Samsung. This is very bad news. Pravin.