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Technology Stocks : WDC/Sandisk Corporation
WDC 163.00-0.4%Nov 7 9:30 AM EST
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To: puborectalis who wrote (18003)1/7/2001 7:53:40 PM
From: Ausdauer  Read Replies (1) of 60323
 
Atmel, a chipmaker that derives about 30% of its revenue from flash, says even cell-phone makers
want high-end chips now. John Bryant, vice president of marketing, says cell phones that used
16-megabyte chips are upgrading and have already been switched to 32 megabytes. "By the end of
this year, the phones will go over to 64. Some phone guys have asked us for 128," Bryant says.

He hasn't seen inventories of 16-megabyte chips building up, but says, "I've seen a little bit of
transition as the phone guys are moving from 16 to 32." Digital cameras also use 32-megbyte chips,
while digital set-top boxes for cable and satellite transmission that have traditionally used four of the
16-meg chips are moving to four of the 32-meg chips, he says.

Maybe this explains SanDisk's move to produce two new
ultra-high density embedded flash applications.

Aus
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