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To: Amy J who wrote (182689)11/13/2005 9:08:08 PM
From: Road Walker  Read Replies (3) | Respond to of 186894
 
re: What is the difference between NOR and NAND and why doesn't Intel just make NAND if it's such a volume play?

Very simply NOR is better for storing applications and NAND is better for storing data. I've been asking the same thing about Intel and NAND for 3-4 years... they say they don't have a proprietary advantage. Still, it's been a huge growth category with nice margins.



To: Amy J who wrote (182689)11/15/2005 11:58:01 AM
From: Road Walker  Respond to of 186894
 
Korea's Samsung to sign major NAND flash supply contract with Apple -report

forbes.com

11.15.2005, 12:39 AM

SEOUL (AFX) - Samsung Electronics Co Ltd is expected to sign a long-term contract worth 'several hundred million US dollars' with Apple Computer Co by the end of this month to supply NAND flash chips, Internet news provider edaily reported.

The report cited industry sources as saying that the contract is part of Apple's efforts to secure a source for the chips, which are in tight supply.

Apple is also looking to sign chip supply deals with South Korea's Hynix Semiconductor Inc and Japan's Toshiba, the sources were quoted as saying.

eunkyung.seo@xinhuafinance.com