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Strategies & Market Trends : The Amateur Traders Corner

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To: Paul A who wrote (2890)	11/4/2000 9:43:28 PM
From: Tom Hua	Read Replies (1) of 19633

Paul, good article for your reading pleasure. Excerpts: The new SIA forecast shows flash memories being the fastest growing segment in 2000, jumping 130% to $10 billion, and continuing its climb in 2001 with a 44% increase to $15 billion. (See table below for breakout of segments.) AMD's Sanders jumped on other industry forecasts that show flash fizzling out. "As recently as May, the [SIA] forecast for flash memories--four years out--was $14.5 billion," Sanders said, referring to the 1999 mid-year update released in June. The new SIA forecast ups the flash projection to $23 billion in 2003. "We have seen the flash demand explode... but right now classic wisdom, or what I call'conventional wisdom,' is that flash is trash," Sanders complained. "So any one in the flash business is getting their stocks hammered." AMD claims to be the world's largest flash memory supplier with 31% share, followed by Intel with 26% "We think the flash market is going to be limited by supply," Sanders told the press conference. "The question is at what rate are we going to grow. I figure anyone in the flash business is going to be in pretty good shape for the next several years." (Sanders is AMD CEO) This is consistent with info from CATS CFO Tom Gay. CATS and STEC will do great going forward. semibiznews.com Regards, Tom

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