Intel Corp (INTC)

[smooth2o]

Hmmm,

If true, that Intel is winning back flash designs, then it repeats mentioning the same thing I said when they lost them.

The winning of a design means that you then enter a 2-3 year window of exclusive delivery until that design is lost (if ever). I would expect that Intel has learned that lesson and the same thing won't happen again (interesting to test the waters, no?). I doubt those designs will be easily won back. We should factor this into future expectations of flash biz.

Smooth