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Technology Stocks : WDC/Sandisk Corporation

WDC 157.75

+0.4%

Nov 14 3:59 PM EST

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To: slacker711 who wrote (26522)	8/17/2004 9:57:20 AM
From: slacker711	Read Replies (1) of 60323

Micron has previously stated that NAND wafer starts would only be 1-2% of production by the end of the year and 5% by next summer....so it is possible that this delay was already included in those numbers. OTOH, it is good to know that entering the market isnt as easy as issuing the press releases :-). digitimes.com Micron may delay 2Gbit NAND flash Hans Wu, Taipei; Jack Lu, DigiTimes.com [Tuesday 17 August 2004] Micron Technologies may miss its target of introducing 2Gbit NAND flash by the end of this year since it will not have chip samples available until either November or December, according to sources in Taiwan. This will be Micron’s second delay for the chip samples, the sources said. Micron had already delayed sampling to September from July, the sources added, but did not elaborate on the cause of the delays. Micron was not available for comment. Micron is a new player in the NAND flash market. The 2Gbit product will be the company’s first NAND flash product.

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