Silicon Investor (SI) -- The First Internet Community

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 : Solectron -- Ignore unavailable to you. Want to Upgrade?

To: kolo55 who wrote (336)	9/13/1999 8:42:00 PM
From: Exacctnt	Read Replies (1) \| Respond to of 493

Paul, Although SLR is down in after hours trading, I thought it meaningful that this statement was made. "Meanwhile, Solectron, based in Milpitas, Calif., said it expects the deal to add 9 cents to earnings in fiscal 2000, before transaction charges." We'll see how the real market views it tomorrow. Regards

To: kolo55 who wrote (336)	9/14/1999 12:24:00 AM
From: Marc	Read Replies (1) \| Respond to of 493

Paul, i think the losers are the ECM who are late to the memory stuff, Celestica already is working with Sandisk in China for CF (CompactFlash?), and the Rambus ramp will be huge.JMO SanDisk is experiencing rapid growth mainly because of the increasing popularity of consumer electronics products such as digital cameras, MP3 internet music players, handheld computers, smart phones and audio recorders ? all products that use SanDisk memory cards to store either digital images, digital audio or data. SanDisk shipped almost two million flash products in 1998, including nearly 1.3 million CompactFlash? (CF?) cards.