Replies to post #12047 on Intel Corp (INTC)

[morrowinder]

Small Pops:

Michael Kanellos of CNET has a very limited understanding of the flash market. The majority of this article is AMD quotes and AMD opinions, essentially one giant AMD press release with 2 short attempted quotes from intel. The truth is that Flash is a commodity product. And the number 1 manufacturer of flash? Not AMD or intel. It happens to be samsung. The estimates by the research company claiming a 28 to 17% lead for AMD by end of this year do not tell the whole story and are speculative at best.

AMD may not be so smug in the next few quarters since Intel seems to be aggressively going after the market share that they did lose last year. But as Intel said, let the business do the talking...we'll know the real story in the quarterly reviews. AMD also may get more competition than they think from Samsung. The NAND business is growing rapidly and they compete on cost, AMDs traditional strength. The whole article paints AMD as the only one able to advance in this business but it is made up of many of the top semiconductor companies. And oh by the way, biggest chunk of market share in flash won last year: Samsung. AMD did well but Samsung did better...at least in market segment share.

[wbmw]

Smallpops, Re: One of the articles Facs may be speaking of..

Two statements were made in this article regarding market share:

When AMD took over Spansion, which started life as a joint venture between the chipmaker and Fujitsu, AMD vaulted past Intel in terms of market share, according to some estimates.

In 2002, Intel was larger than AMD and Fujitsu combined and much larger than AMD, but in 2003, AMD and Fujitsu's combined flash segment surpassed Intel for the first time, and this was due mostly to Intel's price hike earlier that year.

Then this happened: #msg-2493119 ("Intel has lowered the price of its NOR flash products by up to 40 percent in order to regain market share...")

In the NOR segment of the flash market, AMD accounted for 24 percent of production last year, compared with 23 percent for Intel, according to iSuppli. In 2004, the research company estimates that AMD will be at 28 percent and Intel at 17 percent. AMD, by its own estimates, says it has passed Intel in market share for flash memory in cell phones, 42 percent to 25 percent.

This seems like a rather short sighted prediction, and one that seems to ignore that Intel lowered prices and has the advantage of gaining back one of the larger consumers of NOR memory, Nokia.