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jhalada

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jhalada

Re: alan81 post# 78439

Wednesday, 01/17/2007 9:15:23 PM

Wednesday, January 17, 2007 9:15:23 PM

Post# of 97563
alan,

I'm pretty happy with the results...

I thought so too. I am a little suprised by the negative reaction on WS. One reason could be that Intel may have oversold the benefits of Conroe - or the timing of its impact.

I think when they finally sell the Colorado fab, and the NOR business (including fab 18) we will see a nice improvement in GM...

I think Intel should dump NAND as well. After Googling a little last night, it appears that Samsung is going to charge trapping technology when the process technology gets to the 40s nm, Spansion will certainly be there, and I think Intel will end up holding the bag with bunch of fabs (by then) and an obsolete technology.

Here is the link:
http://www.eetimes.eu/semi/193000877

Joe
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