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Strategies & Market Trends : Z Best Place to Talk Stocks

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To: Larry S. who wrote (50089)	12/16/2003 11:56:53 AM
From: Kelvin Taylor	Read Replies (1) of 53068

10:52 am ET SNDK Weakness 55.42 -5.44: Hearing that weakness in SanDisk (SNDK) is due to EBN News report that flash memory-based data storage is drawing a crowd of new entrants that could see shortages abate by the middle of next year. Three leading chipmakers are jumping into the NAND flash game: Hynix Semiconductor Inc. and STMicroelectronics N.V., which have formed a joint venture to produce the chips; and Micron Technology Inc., which taped out a 2Gbit NAND device this month. Other flash makers"Intel, Silicon Storage Technology (SST), and Sharp"are eschewing NAND while developing versions of their NOR-based code storage products that will execute data storage functions. Jim Handy, nonvolatile-memory analyst at Semico Research Corp. in Los Gatos, Calif., said if every flash data storage supplier ramps production as scheduled, shortages could evaporate in the second half of 2004 and the market could head into oversupply.... (Briefing.com Note: this story is probably also contributing to the weakness in LEXR -8.2%).

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