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Technology Stocks : Flash Memory - Players & Prospects
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To: hueyone who wrote (21)1/18/2001 12:32:38 PM
From: Steve Lee  Read Replies (1) of 50
 
This is what I was hoping to do. The problem is with companies such as Intel and AMD that do not break down how much of their revs come from flash. We will need to produce a range and an estimate for these companies.

SSTI in their recentish presentations claimed this quarter's run rate is likely to make them the 3rd largest flash producer in the US, overtaking Sandisk. Number's 1 and 2 are Intel and AMD. For SSTI to know this, they musy have an idea of AMD/INTC's flash revs. Maybe dataquest etc have estimates too.

Another approach is to try to extrapolate the flash revs from the sq ft of fab space devoted to flash. My main interest in starting this thread came from my investment in SSTI (my largest position apart from real estate). I can't just look at SSTI without looking at the industry and market shares and projections for growth/prices etc. So those that are invested in the other flash companies should have just as much interest in working out the figures you have suggested.
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