Electronic Contract Manufacture (ECM) Sector Message Board

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Strategies & Market Trends : Electronic Contract Manufacture (ECM) Sector

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To: patroller who wrote (2179)	12/14/1999 12:13:00 PM
From: Sam	of 2542

FWIW, the flash shortage is expected to last well into Y2K, though new capacity is being built even as we speak, and Fujitsu announced not too long ago that they will convert their DRAM factories to flash production. Whether the added new capacity will lead to a DRAM scenario of crashing prices or not is anyone's guess--in fact, since I own a flash company (Sandisk), I'd like to hear people's guesses on that issue if they have any. Pretty much many of the same players that are big in DRAM are also big in flash (Toshiba, Samsung, Hitachi, etc., and a couple of others like AMD, Sandisk, Intel). Have they learned anything from the DRAM pain? Or will it be business as usual?

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