Crash and Burn 2001 Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Crash and Burn 2001

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Dale Baker who started this subject	7/23/2001 9:02:58 PM
From: CapitalLosses	Read Replies (1) of 207

Hi, I'm new here. Is anyone looking at the flash market? SNDK looks like it could get killed over the next year. EETimes is calling it a bloodbath: eetimes.com Analyst Michito Kimura at International Data Corp. in Tokyo said that after a meteoric rise in both demand and production last year, the flash market has moved from supply scarcity to chronic oversupply. He said Samsung is ramping production even as others are deferring their own ramps or cutting back on existing production to prevent price erosion. The Samsung move, he continued, could result in disaster for flash prices and producers - a scenario much like this year's DRAM market. "It's a bit of a shock. The market is one of curbed demand; it's very soft. I don't think this is a good move," Kimura said. -Capital Losses

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next