Earnings: Semiconductor Message Board

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Technology Stocks : Earnings: Semiconductor

INTC 37.04

-6.2%

3:59 PM EST

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To: 2MAR$ who wrote (101)	12/13/2001 3:14:48 AM
From: 2MAR$	Read Replies (1) of 266

CSFB on Flash Chips : CSFB believes that data storage requirements are likely to lead to a shortage in the high-density flash mkt in mid-2003, with tightening supply becoming evident in late 2002. Firm estimates that data storage bit demand will more than triple that of code-storage mkt in 2003, driven primarily by requirements from 2.5G and 3G cell handsets. Briefing.com notes that one possible beneficiary could be SNDK, which has a sizable high-density flash biz

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