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Some thoughts on AMD flash technology...
AMD appears to be investing a tremendous amount of money in flash, as they are doing both intermediate technology nodes as well as both NOR and mirrorbit. This means they do 4 flash technology developments for every one of Intels. AMD pretty much got out of the logic technology business with the move of logic development to Fishkill, and mostly IBM resources. I suspect they moved most of the residual logic resources to flash, allowing them this luxery of rapid advanced flash technology development. This leaves AMD very well positioned, technically, in flash for the next several years.
--Alan
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