Advanced Micro Devices Inc (AMD)

[kpf]

Keith

While I believe the article is on the spot wrt to OrNand, the spin on aggressive pricing pressure from Intel is probably much overdone. I have seen estimates that AMD only lost about one percent of mss to Intel in the handset part of the business, but five percent in the embedded space to others. No isupply figures out yet for last quarter afaik, and no second source to confirm these estimates yet. But what Intel and AMD said in their calls about the markets fits into this picture.

K.