SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Advanced Micro Devices
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Charles R who wrote (85802)1/7/2000 3:24:00 PM
From: kash johal   of 1573822
 
Charles,

Re:"Flash"

Flash is forecasted to grow 70% annually for next several years.

I expect AMD/Fujitsu and Intel who together have >60% of the market to do exceptionally well.

As folks add web/browsing and even perhaps full mini-displays to next gen phones the need to mobile 1memory capacity is likely to EXPLODE even faster than 70% per year.

I think the dumbsh*t analysts have got the mobile story but have MISSED completely the flash story visavis Intel and AMD.

regards,

Kash
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News