Hmmm, sound like IOM is pretty desperate. One camera maker: Zoran. Where are the telecom makers?
The price of flash is about $4.00.MB at the moment. I think in a year or two, it may drop to $1.00/MB which will make it very competitive as a media for portable storage. After all, a flash is made out of sand and so it's just a matter of improving the yield, whereas any mechanical device will have a minimum cost associated with it.
Atmel is a electronic components maker, in particular flash, eeprom, eprom, programmable logic array. Their market cap is about 3 times Sandisk, and I believe ATML is at the 52 week low level at the moment. At the 52 week high level, ATML has a market cap of about 5 Billion. Since ATML is that "big" just making a few electronics components, I sure hope that SNDK will be at least half that "big" in a year, i.e. 2.5 Billion, or tripling today's stock price.
P.S. In the last few posts, I kept saying that EEPROM is non-programmable on the fly. EEPROM is programmable on the fly. EPROM is not (need to erase it first using uviolet light) . Sorry. |
