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Re: chipguy post# 68032

Thursday, 12/15/2005 10:20:20 PM

Thursday, December 15, 2005 10:20:20 PM

Post# of 97595
chipguy, The STM alliance for NOR was reasonably a turd in AMD's punchbowl but I think putting the Micron venture in the same category is a bit of a stretch.

AMD added both the Micron and the STM deal to its S1 as potential risk factors/competition. Also the press mentioned that many times.

Some specific portion of that shortfall must effectively come straight out of AMD's pocket. It is what, 40%? 60%?

AMD had 60% of Spansion, but I have no idea how this is accounted
for. I thought you knew, that´s why I asked.

Also, I wonder what AMD/Spansion really expected knowing the current market environment and Spansion´s lack of profitability.






Keith

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