Replies to post #14218 on Intel Corp (INTC)

[smooth2o]

...and this part:

Spansion, a joint venture between Advanced Micro Devices and Fujitsu, meanwhile, saw sales sink. Revenue came to $538 million, a 20.1 percent drop from the second quarter. Spansion's market share dropped to 13.5 percent.

So, it looks like the analysts are right. AMD should continue to lose market share to Intel's fabs in '05. I don't see how AMD can avoid this. Intel is "back in the saddle again". Well, OK, it took 3 years, just like I said it would, after normal design-in cycles. It's a tough world out there...

Smooth

[morrowinder]

Tecate: Flash looking good!

This is great news: AMD down to the 4th position Intel goes from 4 to 2. A nice recovery for intel:)

Samsung is still scary though.

Score card:

Samsung: 20.1%
Intel: 16%
Toshiba: 14.6%
AMD/spansion: 13.5%(down from 20%)