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Technology Stocks : WDC/Sandisk Corporation

WDC 214.00

+0.9%

Jan 13 3:59 PM EST

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To: Bhag Karamchandani who started this subject	12/14/2003 11:52:27 PM
From: wily	Read Replies (1) of 60323

Samsung Flash factoids Q9. Nand Flash Application Change A9. - While demand for Nand Flash has been driven by Digital Still Camera (DSC) in 2003 it is expected to outnumber supply with an expected sharp rise in installment of Nand on 3G handsets beginning 2004. -> All the Japanese W-CDMA terminals are installed with Nand Flash. -> Nand for handsets is expected to claim 15~20% of the global Nand market on a sales amount basis in 2004. -> Demand for Flash is expected to be driven by digital camera, handset, and USB in 2004 (23 October, 2003) Q10. Memory Market Outlook in association with Mobile Handset Market A10. - The embedded application will continue to grow. 1) MCP (DRAM+Nand+Nor+UtRam) : 2.5G handsets : Post 3 and 4G handsets only require Nand and DRAM. 2) "One-Nand" or Fusion Memory (Logic+Nand+SRam+SOC): Already in process of providing these products. 3) Memory Card :Once handsets featuring video games are introduced to the market, demand for high capacity memory cards is expected to rise. samsung.com

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