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Technology Stocks : Comverse Technology
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From: sixty2nds8/4/2006 8:02:29 AM
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04-Aug-06 06:30 ET In Play Flash memory market profiled in Barron's Weekday Trader : Barron's Online reports flash memory chips have gained in popularity with the rise of digital music players, especially Apple Computer's (AAPL) iPod Nano. Flash memory combines the best features of hard disk drives and the DRAM chips used for a personal computer's main memory. Like a hard disk, flash memory retains information when the power to a computer is turned off, but like DRAM, it can be as much as 50 times as fast as disks. But it's quite possible the next six months will see a business tsunami of sorts -- a rising tide of memory chip inventories that will depress prices and hurt memory chip manufacturers such as Samsung Electronics and Micron Technology (MU), and tool makers that sell to them, such as Lam Research (LRCX). There may be a small bright spot in cos with design innovations that give them some pricing power, such as SanDisk (SNDK). It's true that demand for the chips over the long haul could swell as applications multiply. Microsoft's (MSFT) next version of its Windows operating system, Vista, due next year, makes extensive use of flash memory in PCs. And the generally buoyant outlook for flash should bolster the long-term prospects of boutique flash technology developers such as Silicon Motion (SIMO) and Saifun (SFUN). SanDisk's acquisition of M-Systems on Monday has boosted the prospect of consolidation in the industry, making Saifun and Silicon Motion buyout candidates.
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