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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Big Bucks who wrote (14896)	5/10/2005 9:04:28 PM
From: CrazyPete	Respond to of 25522

> Now they have multiple profitable product lines [Cough!] if you check Intel's latest annual report, you'll find that the contribution of the Architecture unit to revenue and margins has been increasing over the past several years. Contrary to your claim, Intel's communications and flash business segment has never been profitable; in 2004 it lost a mere $791 million.

To: Big Bucks who wrote (14896)	5/11/2005 2:23:33 AM
From: etchmeister	Read Replies (3) \| Respond to of 25522

Now they have multiple profitable product lines and many more factories with products like NAND Both Intel and AMD are NOR players; as far as I understand NOR pretty much geared towards cell phones. I don't know what Intel's plans are with respect to flash but AMD has something called ORNAND; regardless both Intel and AMD are restricted to 200mm fabs while Samsung and Toshiba (SNDK) are pushing 70 nm / 300 mm wafers "With ORNAND, AMD hopes to attach a NAND interface to a NOR chip, allowing popular small-form-factor storage media, such as Secure Digital cards, to be created with AMD's memory."