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Re: Snowrider2 post# 37180

Wednesday, 01/17/2007 11:53:11 PM

Wednesday, January 17, 2007 11:53:11 PM

Post# of 151694
Snow,

Just a speculation, but I believe the strategic driver behind keeping the flash business is Samsung. As long as Intel has a flash division they can fight Samsung on their own turf rather then letting Samsung get a foot hold in the CPU market.

Samsung NAND division >> Samsung NOR division
Intel NOR division >> Intel NAND division

Well at least as of today. Most of Intel flash losses are in the NOR division, where Samsung is one of the smaller players.

Joe
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