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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (9246)	11/9/1999 2:38:00 PM
From: StockHawk	Read Replies (1) of 54805

>>Imo, the other critical shortage component is flash memory...Hmmmm, sndk...<< From John Dvorak's column in PC Magazine 11/2/99 (print edition) "The huge demand for digital cameras at higher pixel resolutions has swamped the flash memory makers. According to Semico Research, the growth of flash is phenomenal, and it will be a $6 billion market by the end of next year! Manufacturing lead times are as high as 26 weeks, with most makers sold out for the rest of the year. Semico sees a market growth pattern that looks to be doubling every 3 years. This projection may be conservative...Finally, lets not forget the potential new uses of flash memory...The way I see it, and the way things are going, this is going to become a serious long-term problem." StockHawk PS. SNDK hit a Taiwan earthquake-induced intra-day low of $37 3/4 on 10/14. It has about doubled since then, trading around $76 now.

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