Anthony @ Equity Investigations, Dear Anthony, Message Board

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Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony,

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To: Ben Wa who wrote (69993)	4/14/2001 6:31:18 PM
From: ZenWarrior	Read Replies (1) of 122087

If Flash memory is gone in 4 years, then I will not care because other semi companies will be replacing them. I mainly invest in semi equip/testing stocks, not so much memory plays, though I do believe Flash is a winner longer term. A mere 7 year lifespan w/ mediocre growth (higher than junk bond rates) still justifys a 7 P/E. Will flash memory still be used in consumer devices? I'm quite confident of that, yes. So is MSFT BTW. It's simply the best solution I can imagine. You haven't seen RAM go anywhere have you?? Sure, you'll see changes to that core technology, but I really don't think it's going anywhere soon. No way... and probably my favorite phrase is "Creative Deconstruction"... so it took some convincing. - Zen

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