Flash Memory Tornado Officially Sighted
________________________________________________________________________________
Hardware Heaven Updates--
SandDisk: "Tornado-sized" demand
By Michael Baron, CBS MarketWatch
Last Update: 4:17 PM ET May 2, 2000
Hardware Report
NEW YORK (CBS.MW) --Forecasting "tornado-sized" growth in demand for flash memory data storage products over the next three to five years, executives from SandDisk Corp. (SNDK: news, msgs) were unabashedly bullish in a presentation at the Merrill Lynch Hardware Heaven Technology conference in New York.
cbs.marketwatch.com
________________________________________________________________________________
Digital camera sales to exceed film cameras in U.S., says new report.
Semiconductor Business News
(05/02/00, 11:30:44 AM EDT)
BOSTON--Shoppers in North America are snapping up digital cameras, which are expected to exceed film-based cameras in revenues this year, according to a new U.S. market report from InfoTrends Research Group here. The research company predicts that digital camera sales in North America will reach $1.9 billion and surpass film-camera revenues by 10% in 2000. Unit sales of digital camera will grow from 6.7 million in 2000 to 42 million in 2005, according to the InfoTrends report. The North American unit volume of semiconductor-based digital cameras will exceed film cameras in 2002, said the market report. "We are on the threshold of entering an era of personal visual communication," declared Michelle Lampmann, market research analyst at InfoTrends in Boston.
semibiznews.com
________________________________________________________________________________
Gorilla Game Investing
...digital photography builds on a pre-existing value platform created by the personal computer as a home appliance and the expanding infrastructure of the Internet. This platform has allowed for the layering and superimposition of the flash memory/digital photography value chain. And it appears for the time being that these technologies are intimately linked in many aspects, seeming to be "enabling" in a mutually beneficial manner. Indeed, the whirlwind created by the rapid growth in the digital photography industry has helped to carry flash memory across the "chasm" of indecision and safely away from a state of perpetual stagnation. This border crossing has received little recognition from the investment community at large, perhaps due to ongoing trepidation about the future of digital photography in the hands of the average, untrained end-user...The chasm has been crossed. Flash memory has been swept over the abyss. It appears as if a tornado is coming. The digital photography, portable digital audio (mp3) and handheld computing/multimedia markets will enjoy exponential growth over the next several years. SanDisk stands at the foothills of these steep growth curves facing a near vertical ascent in demand for their flagship product. The inversion of the forces of supply and demand is certain to follow.
Message 10048370
________________________________________________________________________________
Don't miss that train.
Ausdauer |
