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 : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: FJB who wrote (218828)	12/4/2006 10:35:45 PM
From: j3pflynn	Respond to of 275872

Robert G - From the linked article: Paul Otellini, Intel Corp. CEO also acknowledged in the company's third quarter conference call to discuss financial results that he believed the NOR Flash division had lost some market share in the quarter. "Most of our business [NOR Flash] is still primarily large customer based. Coming off of the shortages last year, we were not able to move into the channel as rapidly as we would have liked—in terms of expanding our product line. And so from my perspective, that probably cost us a little bit of share, offset by a slightly better pricing scenario than we would have had otherwise in NOR. We are looking for NOR to grow...in the fourth quarter," commented Otellini in the conference call with financial analysts.

To: FJB who wrote (218828)	12/5/2006 12:46:58 AM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

Bob, The story is that flash was a large percentage of AMD business, small percentage of Intel's. In order to hurt AMD, Intel crashed flash prices to the point where everyone was losing money. Intel losing a money on small portion of their revenue, AMD losing money on large portion of the revenue. Now that AMD has divested from flash (to a large extent), the incentive for Intel to continue to lose money on flash (by selling large volume of flash below cost) is diminishing. Joe