Advanced Micro Devices Inc (AMD)

[bobs10]

Hope your right. Did you read this part?

Them...

For low-density designs, 1 and 2Mb products are currently available in production volumes. Customers are actively sampling 4Mb devices and beginning to sample 16Mb products, and Spansion plans to extend the family to 8, 32 and 64Mb densities in 2005. As applications continue to evolve and memory requirements increase, MirrorBit technology's proven scalability will enable additional, higher-density solutions.

Me...

So next year AMD will have 64Mb parts that are much less expensive to make and buy in a form factor thats 80% smaller all running at "Spansion's best-in-class operating frequencies up to 50 MHz". Sounds to me like INTC has got another major problem on it's hands.