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Strategies & Market Trends : The Amateur Traders Corner

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To: Tom Hua who wrote (5455)	1/18/2001 10:23:12 PM
From: Paul A	Read Replies (1) of 19633

well Tom here it is in a nutshell.. Demand for Flash is relatively high.. but the catch is, its simply too expensive.. and people are going with low end or settling for what comes with their cameras/pdas.. Its interesting because digital cameras are selling like mad, and yet stocks like SNDK, SSTI are still ridiculously cheap, right? but if I had a digital camera, I know damn well that I would want at least 64mb so I could snap away.. so if people start paying the price, this sector will exlode.. but if we have a hard landing and people buy less PDA devices and Digital cameras, and the ones who DO buy simply take the 8 or 16mb modules that come with them and work with that- well, i guess thats why there are such huge short positions in the flash stocks.. I think a key point is that Flash memory really is seperate from SDRAM.. Sales of flash memory are still gaining momentum,and supply is relatively short so until I see that change I cant believe anything else ... Didnt someone mention AIRN had a lockup exp. ? Stock looks ready to explode but for some reason thats hanging over me.. ?

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