Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Amy J who wrote (182483)	10/28/2005 8:22:26 PM
From: Dan3	Read Replies (1) \| Respond to of 186894

Re: Why would that be? If the oems have something that requires flash and they are also using Intel chips, the Apple/Samsung situation would be a negative to Intel because nand flash shortage indirectly gates these other Intel sales, no? There are a number of products that can use either a mix of NAND and NOR, NAND and DRAM, or all NOR. When NAND is not available, NOR based versions of those products must be used. Cell phone models that require NAND/DRAM, for example, will be limited in availabiliyt, resulting in cell phone models that use NOR increasing their market share. Here are a couple of background links. wsdmag.com commsdesign.com

To: Amy J who wrote (182483)	10/28/2005 8:23:13 PM
From: Dan3	Read Replies (1) \| Respond to of 186894

Re: Why would that be? If the oems have something that requires flash and they are also using Intel chips, the Apple/Samsung situation would be a negative to Intel because nand flash shortage indirectly gates these other Intel sales, no? There are a number of products that can use either a mix of NAND and NOR, NAND and DRAM, or all NOR. When NAND is not available, NOR based versions of those products must be used. Cell phone models that require NAND/DRAM, for example, will be limited in availabiliy, resulting in cell phone models that use NOR increasing their market share. wsdmag.com commsdesign.com