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To: nihil who wrote (37572)	10/24/1997 10:23:00 PM
From: Elmer	Read Replies (1) \| Respond to of 186894

nihil, I was not aware that Intel had second sourced it's flash products to Micron. I do know about Sharp though. My hope is that they dump flash asap. I can't see any reason to keep it. It's losing money, using up fab capacity and the process seems to be different enough from Intel's logic process that it makes little sense to spend R&D dollers developing 2 different processes. Can you or anyone else present an agruement on why Intel should keep it, other that perhaps keeping AMD from making money in flash. EP

To: nihil who wrote (37572)	10/25/1997 1:44:00 AM
From: Jeff	Respond to of 186894

nihil, RE: flash memory I think you are correct. When Intel had 70-80% of the flash market, I was very surprised to hear that it was Intel's plan to reduce it's share to 20-30%. I was told that flash is very low-margin and the only reason that Intel's share was high at the time was because it was limiting CPU sales. New systems were using flash for the bios and if the flash was not available, the CPU would not get sold. Now there are a lot of flash manufacturers and less need for Intel to devote fab space to low margin product. I enjoy your posts. - Jeff