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

To: Dan3 who wrote (182484)	11/3/2005 2:52:55 AM
From: Amy J	Respond to of 186894

Apple's ipod which uses nand doesn't contain Intel chips, right? So, assuming other nand products actually do use Intel chips, then a nand shortage is indirectly a negative for Intel chips. You argue that a nand shortage is a positive for Intel because it pushes NAND product-lines onto NOR which is what Intel supplies. If Intel were a small company with only one product line (NOR), I'd agree with you, however, Intel is a large company that needs to grow the market for all its components. In a NAND shortage environment, if I were Intel I would come out with a NAND product-line and promote Intel as a reliable vendor that can produce enough memory as a manufacturer, unlike Samsung. I think growing the market could be a better tactic than attempting to shift designers onto NOR, depending upon what the pros/cons are to Nor/Nand. Regards, Amy J