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smooth2o

06/17/04 12:02 PM

#12052 RE: morrowinder #12048

Hmmm,

If true, that Intel is winning back flash designs, then it repeats mentioning the same thing I said when they lost them.

The winning of a design means that you then enter a 2-3 year window of exclusive delivery until that design is lost (if ever). I would expect that Intel has learned that lesson and the same thing won't happen again (interesting to test the waters, no?). I doubt those designs will be easily won back. We should factor this into future expectations of flash biz.

Smooth