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