Tom,
I too have been watching (sigh) SNDK since Ausdauer made his pitch a couple of months back. The stock has more than doubled since then. Interestingly, two weeks ago QCOM threw it's weight behind another maker of flash memory, SSTI.
news.com
SSTI has doubled in 2 weeks.
While SNDK has the early lead in retail, the game is far from over as it concerns OEM's. SSTI's manufacturing partners and technology licensees include Acer Semiconductor Manufacturing, IBM, Motorola, Samsung Electronics Co., Sanyo Electric Co. Ltd., Seiko, Epson Corp., and Taiwan Semiconductor Manufacturing Co. Ltd.
"Our research shows that the CompactFlash card market reached
sales of $157 million in 1998 and that number is forecasted to grow to
$1.8 billion by the year 2003," said Alan Niebel, director of
non-volatile memory, Semico Research Corporation.
IMO the flash memory market is just entering the tornado. The basket needs to include Sandisk and Silicon Storage Technology.
Disclosure: As per gdichaz's "QCOM lucklines," strategy, I'm long on SSTI as of 7/27/1999
Aloha Mike |
