gollem, it gets confusing sometimes looking at flash projection because it is unclear when they are talking about bits, and when they are talking about parts. However, an article was posted here this morning projecting very robust growth this year in flash revenue, so perhaps there will be room for everyone. The most aggressive growth was in NAND, but NOR was also projected for double digit. Both AMD and Intel are expected to offer their technology in a NAND package - these things take time, I'm not sure whether either company will ship NAND this year.
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