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Re: Tenchu post# 5761

Tuesday, 12/05/2006 6:08:52 PM

Tuesday, December 05, 2006 6:08:52 PM

Post# of 6903
Tenchu,

Probably meet a similar fate. Unless NOR has any chance of competing against NAND in the Brave New World of pervasive computing ...

When you are speaking of computing, or, going in direction of more computing (mobile), it means more NOR. NAND alone can only store data. It needs parallel DRAM to compute anything.

NAND + DRAM combo has not taking over the market by any means, and if anybody is winning the short term tactical battles, it is Spansion with its NOR / ORNAND combo.

As far as Intel, I am not exactly sure what the current strategy is in entering extremely low margin NAND business, lagging in (normally) higher margin NOR, and exiting Arm (that could have a potential of being reasonable margin business one day...

Joe

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