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Tenchu

12/05/06 12:23 PM

#5745 RE: j3pflynn #5735

Paul, > Hardly, they're just doing fine now that Intel doesn't use flash to punish AMD anymore.

Just fine enough to have AMD sell off a significant portion of their Spansion holdings?

Meanwhile, Intel is already making bold moves into NAND. Pretty damn risky, but I think this is the right direction for Intel to take. (More and more these days, I believe that whichever company first adopts a model for pervasive computing will be the company that eventually succeeds.)

Tenchu