Thanx. May look at it more closely tonite when I get home. Meanwhile I see SNDK is down and I may add. Interesting stuff about flash on that thread, one small excerpt:
The market for flash is expected to expand to
$10 billion this year, fueled by higher demand and escalating prices. "There
is no question that prices are going up," Rothdeutsch said.
The math that makes semiconductors an attractive business will aid these
companies as well, Handy noted. Many manufacturers, including Intel and
AMD, have said they will begin to produce flash chips on the 0.18-micron
manufacturing process. Migration to this manufacturing process will lead to
smaller chips and hence more chips, and profits, per wafer. Concurrently,
manufacturers will begin to pack more bits per chip, Handy said.
"Profits could massively over-account for any losses" in previous years, he
added.
Picked up some AMAT July calls at the low today around which it has been hoveirng anyway. |
