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

To: Road Walker who wrote (182690)	11/13/2005 9:21:57 PM
From: Robert Salasidis	Read Replies (1) \| Respond to of 186894

Probably for the same reason Intel got out of the DRAM market over 15 years ago or so. They probably don't want to step in that sort of cutthroat low margin business again.

To: Road Walker who wrote (182690)	11/14/2005 10:37:00 AM
From: THE WATSONYOUTH	Read Replies (2) \| Respond to of 186894

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. If you think Intel could compete on cost in the NAND market, you are dreaming. They would lose more money than they now lose on NOR. THE WATSONYOUTH

To: Road Walker who wrote (182690)	11/22/2005 5:44:47 AM
From: Amy J	Read Replies (1) \| Respond to of 186894

John, so what do you think about the news? This should be interesting. yahoo.reuters.com Shares in Asian chip makers such as Samsung Electronics (005930.KS: Quote, Profile, Research) and Toshiba Corp. (6502.T: Quote, Profile, Research) skidded on Tuesday after two U.S. rivals set a deal to produce chips used in digital cameras. Samsung has a 50 percent flash market share, Toshiba 23 percent and Hynix 13 percent Samsung said on Monday it would invest 636.9 billion won ($614.2 million) in new memory chip lines to boost production of flash and DRAM (dynamic random access memory) chips. Industry-wide growth in flash memory sales topped 30 percent in the lastest quarter. "Flash memory is the main source of income for Toshiba... (but) even if Intel enters the market, it will take time to grab certain market share," said Toshihiko Matsuno Intel is the world's top maker of NOR-type flash memory but NAND-type flash chips are expected to outgrow NOR this year to reach a value of $10.8 billion against a shrinking $6.5 billion NOR market this year. biz.yahoo.com South Korea's Main Index Falls 1.9 Pct. SEOUL, South Korea (AP) -- South Korean shares fell Tuesday as foreign investors sold shares of major chip makers on worries that a new U.S. joint venture between Intel and Micron will likely intensify competition.