Advanced Micro Devices Inc (AMD): Flash does remain a big question mark....

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bobs10

Re: Tiger64 post# 46605

Friday, 10/29/2004 7:17:28 PM

Friday, October 29, 2004 7:17:28 PM

Flash does remain a big question mark. With INTC scheduling price reductions it's not going to help flash revenues for either company.

I'm not sure how much AMD and INTC compete directly. From what I've read AMD has a much broader line with INTC mainly pushing 8 and 16 mb chips. I'm not sure how much of that business AMD has. AMD has seemed to be attempting to move the market up to higher bit densities where Mirrored flash has more advantages.

I can't seem to find the flash pricing tables of Buggi1000.

Do you know if the 8 and 16mb chips INTC is selling are Strata flash or just regular flash?

In any case, for now, I'm thinking AMD flash revenue will depend on Chinese purchases for cell phones, DVD players and MP3 players.

Your right though, I'm also expecting processors to hadily outperform flash. If A64 sales go as planned AMD should have a good quarter.