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To: brushwud who wrote (715)	11/10/2006 9:38:06 AM
From: Biomaven	Read Replies (1) \| Respond to of 4590

Wasn't that also true last year and the year before? But as others have pointed out, this is a very different environment for several reasons: 1) SPSN no longer part of AMD and AMD is fiscally stronger, so NOR price-cutting is no longer a cheap way of weakening AMD. 2) Intel is in cost-cutting mode; they are expanding in NAND and NOR may no longer look like a strategic essential. I'm happy for them to "stay the course" and try to turn it into a cash-cow. Peter

To: brushwud who wrote (715)	11/10/2006 10:26:47 AM
From: Plissken	Read Replies (1) \| Respond to of 4590

Which, considering one part of that joint billing IS writing red ink, just a way to hide it away with something they consider profitable or breaking even. I think Intel's presence in NOR will largely depend on AMD's success in the MPU and chipset space. If they cannot regain share and improve margin, NOR becomes an additional liability that will be shed sooner or later, whether as a complete write-off or a sale. If they can contain AMD, they may keep it around for as long as it doesn't provide a serious drag on the performance of the overall company, even if it dribbles red juice. What I don't consider a likely scenario is a serious investment to get it off the drip.