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Technology Stocks : WDC/Sandisk Corporation
WDC 280.22+0.2%1:25 PM EST
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To: Sam Citron who wrote (27031)12/2/2004 10:47:11 AM
From: Sam  Read Replies (1) of 60323
 
If not, who is now the low cost producer [of flash] and what is their estimated capacity? And when was SNDK the low cost producer?

Actually, the question itself is not the right one to ask. There are different kinds of flash and even within the two basic types (NOR and NAND), there are different capacity points and uses. The "low cost producer" of one could easily be (and probably is) different from the "low cost producer" of another. Further complicating matters, it is my understanding that, at least, for many uses of flash chips, the chips are not simply interchangeable with each other, which is a major difference with DRAM.

Supplier relationships, forecasting and hitting "sweet spots," and marketing are as important or perhaps even more important than being the "low cost producer" in this market. And of course having important patents.
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