Gorilla and King Portfolio Candidates Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: BDR who wrote (25435)	5/27/2000 3:35:00 PM
From: Uncle Frank	Read Replies (2) of 54805

>> Sales of flash-memory chips, which retain information in devices when the power is off, will rise to about $15 billion in 2002, from about $8 billion this year, according to Dataquest. Even so, analysts say chipmakers can't add capacity fast enough to meet demand from cell-phone companies and digital camera makers. Interesting. I had a conversation with a semiconductor industry insider this week, and he assured me flash memory will remain in a capacity limited mode for 12 to 18 months. Given that, it's astonishing that a very profitable and established niche player like sndk has fallen 71% off its high of 169 5/8 set on 3/9/00. I don't believe that sndk is a Gorilla or and King, but it sure looks like a bargain right now. Sorry if I pre-empted you, Ausdauer <gg>. uf

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next