Advanced Micro Devices Inc (AMD)

[sgolds]

KeithDust2000, I listened to the CC, did not hear anything noteworthy on the flash market at all. There was a comment about that section still losing money, and Intel admitted they were dissipointed in the lack of profit, but did not comment on the market in general. They specifically refused to predict when it would be profitable for them.

Maybe I missed something, but any market comment would have gone by pretty fast. I think that Intel doesn't want to talk about that right now - if pressed, they may have to admit to losing market share.

My theory: In flash, AMD has Intel by the short hairs, and Intel is quite embarrassed.

Oh - they also mentioned that they have competition in the server market. The exchange went something like this (paraphrasing from memory):

Can you comment whether competition is increasing in servers?

Increasing would be the wrong interpretation. We are seeing competition there for the first time.

That's one of the nicest things they ever said about AMD! :)