WDC/Sandisk Corporation Message Board

STOCKTALK

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 : WDC/Sandisk Corporation

WDC 163.00

-0.4%

Nov 7 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: slacker711 who wrote (26993)	12/2/2004 5:29:49 PM
From: slacker711	Read Replies (1) of 60323

Some pretty good news from Samsung about the pricing environment in the 4th quarter. Spot pricing has really taken a nosedive over the last week but perhaps they can stay within the initial guidance of mid-teens ASP decline. samsung.com Major Business Overview - ‘04 Memory Memory • Both DRAM and NAND demand solid in 4Q ’04 - DRAM, NAND price stable during October and November - DDR2 transition accelerated in both PC and Server • Increase ’04 Memory M/S and maintain high profit margin - ’04 DRAM Bit Growth 55%, NAND Bit Growth 190% snip..... Major Business Outlook in ‘05 Memory Memory MARKET MARKET ?? DRAM demand growth (44%) driven by both PC and handsets - PC shipment growth (10%), MB/System increase (32%) ?? Relatively moderate DRAM price decline (30%) with supply limitation - Transition to DDR2 and 90nm, potential delay in 12” capacity increase ?? Continued rapid NAND Market Growth (120%) - Price elasticity and density increase in handsets, MP3Ps, etc. SAMSUNG SAMSUNG ?? Cost leadership through DRAM 90nm and NAND 70nm transitions ?? Cultivating the DDR2 market while taking over 40% M/S in DDR2 ?? No.1 M/S in MCP solution through a diversified product line up ?? High density and cost advantage through NAND 4Gb and 8Gb MLC ?? Further progress in 12” ramp up ?? Line 13 and Line 14 in ’05

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next