SI
SI
discoversearch

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.
Technology Stocks : FLSH - M-FLASH SYSTEMS DISK PIONEERS
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: rjk01 who wrote (904)3/14/2004 11:49:54 AM
From: Greg Rosoff  Read Replies (1) of 923
 
Thank you for this...finding reliable information has been a chore related to this company. You seem familiar with Israeli firms...Do you happen to know how they treat R&D expenses, etc.? I cannot help notice the small bottom line figure off their web site, and wonder exactly what cost structure their revenues have to be washed through.

That said, I was astounded when I learned that Microsoft was planning on using M-systems' memory for the next generation of the X-box and forgo hard drives all together. If, indeed, the Sandisks and M-systems have attained a memory capacity comparable to a moving, risky hard drive, then the value of the investment could be substantial. Another gripe I have with their filings is the lack of a substantive MD&A. I do not know who their competitors are. As you alluded to, Intel has largely ignored this space, but I cannot believe that American/Asian entrepreneurs have not attempted to explore high-scale solid state memory. Yet every fab group I look at makes no mention of building this specific type of memory chips. I apologize for the length of this; it is something of a stream of consciousness. I know that both Ericcson and Nokia had a strong interest in chip design, but Ericcson seems to have instead focused on software via its alignment with Microsoft. I guess this niche is just screaming for more investigation...
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News