Intel Corp (INTC)

[morrowinder]

Small Pops:

Michael Kanellos of CNET has a very limited understanding of the flash market. The majority of this article is AMD quotes and AMD opinions, essentially one giant AMD press release with 2 short attempted quotes from intel. The truth is that Flash is a commodity product. And the number 1 manufacturer of flash? Not AMD or intel. It happens to be samsung. The estimates by the research company claiming a 28 to 17% lead for AMD by end of this year do not tell the whole story and are speculative at best.

AMD may not be so smug in the next few quarters since Intel seems to be aggressively going after the market share that they did lose last year. But as Intel said, let the business do the talking...we'll know the real story in the quarterly reviews. AMD also may get more competition than they think from Samsung. The NAND business is growing rapidly and they compete on cost, AMDs traditional strength. The whole article paints AMD as the only one able to advance in this business but it is made up of many of the top semiconductor companies. And oh by the way, biggest chunk of market share in flash won last year: Samsung. AMD did well but Samsung did better...at least in market segment share.