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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: straight life who wrote (8782)	10/25/1999 1:21:00 AM
From: Mike Buckley	Respond to of 54805

straight life, Sandisk's decision to build their own fab might be the best and most important decision they ever make for the reason you mention and many others, but I'd still stay away from investing in it. It's just a personal decision not to include that kind of company in my portfolio. If you invest in it, I hope you make megabucks! --Mike Buckley

To: straight life who wrote (8782)	10/25/1999 12:40:00 PM
From: StockHawk	Respond to of 54805

Flash makers plan to ramp up Updated: 25 October 1999 Chip manufacturers have launched plans to greatly ramp up production of flash memory chips, anticipating a further surge in demand from the communications market. Fujitsu aims to lift its production to 12 million chips a year by the end of March 2000. Taiwanese group Macronix, another flash supplier, has announced its plans to start construction of a 200mm fab in early 2000, and is seeking investment partners for a 300mm fab which it would start to build in 2001. The company has also sought to secure supplies of 8Mbit flash by signing an OEM contract with Israeli group Tower Semiconductor. Flash is in demand to support mobile comms devices as well as markets such as digital cameras and personal digital assistants. Global demand has been such that some producers now have allocation policies for the chips. The moves by Fujitsu and Macronix follow a series of similar moves by sector players. Earlier this month, Toshiba and SanDisk struck a joint venture to develop 512Mbit and 1Gbit flash memory, starting at Toshiba?s Yokkaichi fab, but also adding capacity through the US Dominion Semiconductor fabs in 2001. dotelectronics.com StockHawk