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jhalada

01/12/07 3:32 PM

#78389 RE: wbmw #78386

wbmw,

I think about it (flash) as a standalone business, not part of something else (since no longer have any position in AMD or INTC) and do in Spansion. There are some rumors of a Intel + STM NOR flash spinoff, which would completely separate it from the CPU business link.

I don't really get that excited over the actual products.

While I understand it helps if I am generally interested in in the area I invest in, and I would have hard time following investment of a sleeping pill manufacturer, flash is reasonably within my sphere of interest.

Joe