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kpf

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Alias Born 03/06/2003

kpf

Re: wbmw post# 707

Tuesday, 03/11/2003 6:27:38 PM

Tuesday, March 11, 2003 6:27:38 PM

Post# of 97869
wbmw - flash

Samsung and Toshiba play in another league (NAND).
Intel is the major player in NOR. (There is not yet any significant change from NOR to NAND in the markets).
Last year, INTEL could deliver what the markets require; that is 64-bit modules - resulting in market share gains - versus all other NOR-manufacturers.
AMD had very little volume to sell here, as it had to share the volume of these modules from only parts of JV3 with Fujitsu.
Since Q4, increasing volume comes from Austin - that is why they could regain shares in Q1.
K.


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