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

To: Petz who wrote (147740)	1/13/2005 1:44:41 PM
From: Elmer Phud	Respond to of 275872

Petz A well reasoned post!

To: Petz who wrote (147740)	1/13/2005 1:45:34 PM
From: burn2learn	Read Replies (1) \| Respond to of 275872

Ultimately, I think Intel's scheme will backfire. AMD will wind up selling its flash division to Samsung. Mirrorbit would be just the ticket for them to further dominate the flash market. Alas, AMD won't get much for it. Who else would want to buy Spansion? why buy Spansion flash, they can get there with a license from Saifun just like AMD had to do. Also I think they are wanting just to take the MSS by competition AMD, Fujitsu form pact with Saifun Will use Israel company's 4-bit-per-cell flash architecture to challenge Intel By Crista Souza EBN (08/02/2002 11:40 AM EST) A technology alliance that began as a patent infringement suit is proving to be the unlikely springboard that flash memory partners Advanced Micro Devices Inc. and Fujitsu Ltd. hope will vault them ahead of market leader Intel Corp. Using a technology licensed from Saifun Semiconductors Ltd., Netanya, Israel, the companies plan to develop flash chips that store four memory bits per cell, effectively doubling the capacity of Intel's StrataFlash and AMD's upcoming MirrorBit parts. But competitors questioned the viability of the approach, which increases density using physical bits rather than electrical states. Saifun said it has been working on the 4-bit-per-cell technology for several years. Saifun caught AMD's attention earlier this year when it sued the Sunnyvale, Calif., company, whose 2-bit-per-cell MirrorBit flash is strikingly similar to Saifun's nitrided ROM (NROM). Saifun, a fabless company whose only revenue to date is from licenses, would ordinarily have been missed by AMD, according to Kevin Plouse, vice president of technical marketing and business development in AMD's memory group. "By suing us, they got us to sit at the table and look at what they had going on," Plouse said. AMD and Fujitsu have each taken undisclosed equity stakes in Saifun and licensed Saifun's NROM technology. Israeli newspapers put the total investment at about $50 million. Kobi Rozengarten, chief operating officer at Saifun, said the amount was much smaller, but includes royalties. The companies will collaborate on a 4-bit-per-cell flash architecture to support 512Mbit to 4Gbit flash chips for data storage in 3G cell phones, according to Plouse. AMD is targeting a market release of mid-2004. Saifun plans to use the technology to develop EEPROM, code flash, data flash, and embedded flash products with its partners, which include Fairchild Semiconductor and Infineon Technologies