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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: alburk who wrote (30082)	8/18/2000 1:50:23 PM
From: StockHawk	Read Replies (1) of 54805

re: SNDK and flash memory growth: This is from "Flash Card White Paper II" which was apparently put together by The Weber Group for Hitachi. It is dated July 2000. semiconductor.hitachi.com a few excerpts: "Flash card usage is set to explode..." A study by Semico Research looked at worldwide flash card shipments: Year Million Units 1997 6.81 (actual) 1998 11.71 (actual) 1999 21.99 2000 58.96 2001 144.32 2002 239.53 2003 373.17 The report states that the above represents a 95% compound growth rate (they get that number by starting with 1997). The above includes two market segments: PC flash cards and "small form factor flash cards". The small form factor cards, which are the type SNDK is involved with, are expected to garner an increasing portion of the sales of flash cards. From 41% in 1997 to 88.5% in 2003. Applying those percentages to the above chart reveals that small form factor flash will increase from 14.31 mil units in 1999(21.99 * 65.1%) to 330.58 mil units in 2003 (373.17 * 88.5%). That would represent a compound growth rate of approximately 120% StockHawk

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