Yah, that's the trouble with a cyclical business, everyone is always trying to time the cycle. Combine that with AMD's spotted history and a lot of people tend to shoot first and think later when it comes to AMD.
I know it’s a cliche but things really are different now. No way is flash, either NAND, or NOR, the product it was even a couple of years ago. Application growth has been exponential for both products, but AMD seems to have a secured a lock on the NOR markets with Mirrored flash. I'm not worried about INTC in the flash area as their Strata flash seems to be more difficult to make and doesn't have the margins Mirrored flash has. As far as I can tell this isn't going to change any time soon so AMD should continue to take market share with increasing profit margins. Further, mirrored flash may turn out to be a viable solution for some products that now use NAND which would be icing on the cake. Making NAND flash products that compete with Mirrored flash seems more problematic as it involves packaging various flavors of Dram, Sram and NAND together in one package. In a lot of cases NOR can do everything NAND does, with certain trade-offs, one of the biggest being cost. At least that's my understanding. Mirror bit, especially if they can get MLC working, should be a very competitive flash product even blurring the NAND/NOR boundaries to some extent.
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