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Technology Stocks : Atmel - the trend is about to change
ATML 8.1400.0%Apr 12 5:00 PM EST
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To: BubbaFred who wrote (13154)9/25/2003 11:21:32 PM
From: tech101   of 13565
 
Memory stick is always more expensive than SM, CF, SD, ... some time 50% and more because Sony held the license tight - until recently.

It makes money for Sony, but also hurts its market share. Now things are changing:

1. Sony start to use both memory stick and Compact Flash - the most popular and least expensive type of flash - in the dual design with its newest SONY DSC 828 (8 megapixels still digital camera)

2. Sony has just authorized Hynix (if I remember correctly) to make memory stick in addition to SanDisk and Lexar.

However, all flash memory (street) prices have run up about 10-15% in the past 3 months. That should translate to profit to all the flash chip companies.

One thing puzzles me is that usually, the chip companies make fatter profit while the gear makers (at the end of the food chain) take a smaller profit margin. However, SanDisk - a flash memory cards-only company has a significantly higher valuation than all the flash memory chip makers such as ATML and AMD. Particularly, with the SIP (System-In-Packaging) technology, SanDisk is receiving its flash memory cards directly from chip assemply/packaging company such as ASX and AMKR. SanDisk must have a outstanding marketing and sales team.
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