Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

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Dec 12 9:30 AM EST

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To: etchmeister who wrote (14847)	5/9/2005 3:24:49 PM
From: Proud_Infidel	Read Replies (1) of 25522

Not quite sure how this is "news": Volatility seen in NAND-based flash market EE Times (05/06/2005 1:44 PM EDT) SAN JOSE, Calif. — The NAND-based flash-memory market is projected to experience a price slide in 2005 due to overcapacity and the emergence of new competitors in the sector, according to Semico Research Corp. Then, the market will peak at $38.9 billion in 2008 before a price collapse in 2009, according to Semico (Phoenix, Ariz.) "Since its inception NAND has consistently enjoyed an annual megabyte growth greater than 100 percent, the highest of any memory technology in history," said Jim Handy, an analyst at Semico. "This growth has been fueled by the digital camera market, camera phones, USB flash drives, and MP3 players. When this extreme megabyte growth encounters periods of stable pricing revenues explode."

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