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imho

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imho

Re: sgolds post# 52864

Friday, 02/25/2005 10:09:16 AM

Friday, February 25, 2005 10:09:16 AM

Post# of 97528
what is the long term future of Flash? To me it seems to be following the same trend as DRAM did back in the 80s, meaning competition and price pressure...

See my post to chipdesigner. Well, you may be right about the future of flash. However, one can argue that the CPU business maybe following that same trend you mention (competition and price pressure). Perhaps not to the degree of flash but similar. The impression I get is that AMD is admitting it can not compete under these conditions in the flash business. What makes you think that they can survive similar conditions in the CPU business? Sure does speak volumes for AMD, and the OEM’s and the competition is listening. BTW, you think putting all your eggs in one basket is the correct strategy?

IMHO
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