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Re: spaarky post# 42909

Tuesday, 05/22/2007 11:50:22 AM

Tuesday, May 22, 2007 11:50:22 AM

Post# of 151692
spaarky,

I wonder what it means for NAND and phase change (the AP story says Intel is only selling NOR)?

I think Intel is selling phase change into this JV, but NAND stays where it is.

We could only speculate here, but if phase change really was the next big thing, why would Intel be selling more than half the ownership of it? I can only conclude that phase change is far less than a sure thing.

Joe
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