It's January 2001. We've just seen a year of major correction for semiconductor companies and the Internet stock bubble is well into its much needed burst.
We are entering an era of mobile devices - with intelligent mobile comms devices in their infancy. Some say recession threatens and certainly some semiconductor company growth rates are falling. Despite warnings from the likes of Intel, Microsoft and AMD, these companies and others say demand for flash memory is still strong, and expected to remain so throughout 2001. Other flash companies such as SNDK are forecasting many years of growth ahead for flash manufacturers.
This thread aims to assess the flash market, and the market share and profit potential of the individual players. Anything flash goes here, with a focus on identifying flash market trends that allow us to predict likely revs and profits.
To start things off, here are the five major US flash memory manufacturers (as of 4Q 2000):
Intel (INTC): intel.com
Advanced Micro Devices (AMD): amd.com
Sandisk (SNDK): sandisk.com
Silicon Storage Technology (SSTI): ssti.com
Atmel (ATML): atmel.com |
