VOLTAIRE'S PORCH-MODERATED Message Board

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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: Venkie who wrote (28721)	1/10/2001 10:03:26 AM
From: im a survivor	Read Replies (2) of 65232

<<I don't pay much attention to Limtex ...I look for my answers in me. >> Good for you....and you are spot on with your comments on flash. If you listen to Eli's interview, he sounded as if he was almost drooling at the future prospects. All this talk of price needs to come down...and Eli AGREE's, saying pricing will be coming down which is good, not bad for the industry. think of all the technology that will need flash memory. He compares Flash right now with intel and the microprocessor, many, many moons ago. he says the next 5 years will be explosive for flash. ya know what? I agree and am in sndk, atml and ssti...each with a different niche in the flash segment, each with great looking numbers, each with low valuations and super high growth and each saying that handling capacity will be it's biggest problem. With everybody talking about over inventory and slowdowns and etc, it's nice to hear these CEO's say their biggest problem is they can't keep up with the brisk business.....I wish all my companys I own had that problem <ggg> Keith...looking for more sndk and hoping the naz allows him to get it cheap.

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