Intel flash dicey, Netbooks solid
Comments by CEO Paul Otellini and CFO Stacy Smith during Intel's 2008 first-quarter earnings conference call on Tuesday cast a pall over the chipmaker's flash business while boosting the outlook of Netbook chips.
First, a quick inventory of the comments made by Otellini and Smith about Intel's NAND flash memory business. Overall Intel gross margins were affected by collapsing prices in the NAND market. Intel is currently in a joint NAND chip manufacturing partnership with Micron Technology. NAND flash is used in large-capacity storage devices which are, in most cases, interchangeable with hard disk drives. Intel said earlier this year … Read more