Nickname: shekar

Review: Intel and Micron are yet to create history together. The reach of Intel combined with the NAND expertise of Micron will be a killer combination. Consumers should welcome this move as it would make NAND proudcts more competitive and always available (end of the allocation era)!

Date reviewed: Nov 27, 2005 6:01 AM

Nickname: davebrit

Review: NAND is far from a commodity. Some, like Jim Cramer, thought that they would have to eat their words after SanDisk came back with huge numbers for the last quarter. If you believe it's a commodity then look into MLC technology (multi layer cell) and who has the patents and receives the royalties: that's right, SanDisk. Their CEO, Dr. Eli Harari, is the smartest person in this business, Intel notwithstanding. Before too long, Micron will be paying the SanDisk piper for this new joint venture's NAND output. And by then, SanDisk will have new patented manufacturing and design breakthroughs.

Date reviewed: Nov 26, 2005 1:21 AM

Nickname: ronald

Review: The idea of instant-on PC is attractive and may generate new demand for the chips.

Date reviewed: Nov 23, 2005 10:03 AM

Nickname: Vanaraj

Review: The customer is still last to know about the deal between Intel and Micron? Financial analyst is still keeping info for themself. News was released to public yesterday afternoon, yet Sandisk was going down from last 3 days.

Date reviewed: Nov 22, 2005 7:50 PM

Nickname: Sherlock

Review: This year Intel made the transition from premium semiconductor marketer to commodity status. The public is not fully aware that AMD commands the premium markets for NOR flash memory, server microprocessors, workstation microprocessors, and 64bit notebook microprocessors. Intel needs more commodity products and technology to fill outdated fabs and avoid decomission costs. NAND is a low tech commodity with a huge market for Intel. Yet Intel lacks the NAND technology that Micron can provide, and intel lacked the market access that Apple could provide. Most customers avoid Intel products because of the Intel pattern of subsuming the customer's business, technology and ultimately bankrupting the customer. Perhaps Micron sees a greater threat from Samsung than Intel. The enemy of my enemy is my friend.

Date reviewed: Nov 22, 2005 7:23 PM

Nickname: Anup

Review: How come no one is commenting on the impact of this announcement to Samsung? They are relying heavily on their NAND Flash dominance to grow capacity aggressively over next 10 years, and overtake Intel as the world's largest chipmaker. Now, with Intel playing in that market and already gaining a foothold their lofy projections might not come true.

Date reviewed: Nov 22, 2005 2:00 PM