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Technology Stocks : WDC/Sandisk Corporation
WDC 168.72-0.8%10:40 AM EST
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To: slacker711 who wrote (33363)9/12/2006 7:55:27 AM
From: slacker711  Read Replies (1) of 60323
 
Some positive NAND datapoints from Samsung presentation....

samsung.com

Price stabilization & strong demand in Q3

- More end-products adopting higher density of NAND
· MP3P: New models with more embedded NAND (4GB~8GB)
· Flash Card: High Density(>1GB) portion is increasing
· Handset: Introduction of 4GB embedded NAND music phones

- Channel inventory adjustment completed since mid August
· Demand recovery for major flash card makers

NAND : Q3 trend & 2H outlook
NAND: Seasonal pick up, turn into shortage in 2H
- High density MP3P and Flash Card demand increase
- SEC’s the portion of 60nm and MLC is increasing
· MLC portion 35%/Q3 60%/Q4

· 8Gb is creating additional demand by penetrating into new products

      Q1 Q2  Q3  Q4
60nm  2% 25% 50% 75%


Slacker
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