Tenchu,
Meanwhile, Intel is already making bold moves into NAND. Pretty damn risky, but I think this is the right direction for Intel to take. (More and more these days, I believe that whichever company first adopts a model for pervasive computing will be the company that eventually succeeds.)
What are you envisioning here? There are bunch of cell phones and smart phones out there from a number of different companies. There are component makers, handset makers, software, wireless serviced providers. Way too big for one company to have it all.
As far as memory, Samsung certainly looks the best in data storage, and I placed my bet on Spansion for combo of code and data storage. But it is just one small aspect of the overall picture.
Joe
