Advanced Micro Devices Inc (AMD)

[bobs10]

The Article...

LONDON — Spansion, the flash memory venture between AMD and Fujitsu, is planning to collaborate with ‘strategic partners’ to integrate logic blocks into its MirrorBit technology that would form the basis of a new line of products dubbed Logic on Flash.

Me...

This collaboration shouldn't come as a surprise as FLSH and AMD have been collaborating for years on various projects. FLSH is better known for its' error correction in NAND methodologies and its' ability to get NAND to act like NOR. It's also closely aligned with Saifun.

This is just the sort of project that continues to make me wonder just what the rush is to get rid of Spansion. From my point of view I'm just happy that the IPO is more of an accounting thing than a sale.

Here's an article that will supply a taste of what's going on.

http://www.globes.co.il/serveen/globes/docview.asp?did=1000026771

Them...

Was Kedem hinting at the laptop revolution? Discussion has recently begun about the next stage of the mobile storage revolution, in which flash chips with capacity of 4 gigabytes or more will in future be installed in hard disks, which will make possible an enormous saving in the energy consumption of mobile computers. The idea is that the hard disk won’t operate while the flash chip is registering information. It will only go into action to access information from the flash chip, after the flash chip is full.

In the model presented by Samsung and Microsoft (Nasdaq: MSFT) six months ago, the hard disk will operate for only three-to-four seconds during every 30 minutes that the mobile computer is working. Those in the know are betting that M-Systems is already working on this product with one of the giants, either Intel or Advanced Micro Devices (NYSE: AMD), and that this growth engine will start working in another two years. M-Systems will appear at a conference on this subject in early December in the US.

Me...

There's more to the article and yes I have held a position in FLSH stock for a number of years.