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Technology Stocks : Flash Memory - Players & Prospects
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To: figanin who wrote (16)1/16/2001 1:12:09 PM
From: Steve Lee  Read Replies (1) of 50
 
Hi,

Thanks for posting your portfolio. You have saved me some work cos I have created a portfolio on this thread of those stocks. Some of the suggestions I would like to act on are to identify the different types of flash each company makes, and their market share of both the entire flash market, and of the market for their particular specialisation.

The first step would be to categorise the types of flash. The simples categorisation would be to use NAND and NOR, but would a larger number of more specific categorisations be useful or too complex?

By the end of the current reporting quarter, we should be able to get a good idea of the market shares for 2000, and some estimates as to how those shares will shift this year. Maybe we can borrow categories from those companies that split their products into reportable categories.
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