Intel Corp (INTC)

[fingolfen]

Our checks indicate that Intel has lowered the price of its NOR flash products by up to 40 percent in order to regain market share and we believe this could occur within the next two quarters due to the lack of flash availability," said Danely, who noted that flash accounts for about 50 percent of AMD's revenues.

Not surprising given that Intel is transitioning to 90nm flash (as detailed last week).