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jhalada

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jhalada

Re: Golfbum post# 42939

Tuesday, 05/22/2007 12:22:16 PM

Tuesday, May 22, 2007 12:22:16 PM

Post# of 151692
gb,

intel is selling their phase change to this as well.
still makes me wonder about the micron jv however.
intel will have ~50% of two companies competing on nand.

I agree that it is a little weird. The explanation could be that STM is just dumping its NAND stuff into this venture, and it may just be discontinued. Somehow, I doubt that these 2 Intel JVs will be competing against each other.

There were rumors that STM will throw in a fab. I guess it may have happened, since STM has higher stake, even though it started from smaller market share.

Joe
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