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.

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

To: Uncle Frank who wrote (9246)	10/30/1999 7:14:00 PM
From: JohnG	Respond to of 54805

FranQ. On SAWS share of handset filter market. My notes on the SAWS conf call for their 6/30 quarter show that Sawtec mgt agreed that they had a 85% market share for 1st generation filters. I would guess that they have a very high share of the digital handset market too. I don't know much about flash memory, but I see whu SNDK may be building a fab--to supply the tornado. JohnG

To: Uncle Frank who wrote (9246)	10/30/1999 7:56:00 PM
From: Apollo	Read Replies (4) \| Respond to of 54805

Selling Q?????? Has there been a change in the fundamentals to the downside? What are the chances of the downside? Of the upside? Don't we all agree Upside is >>>>>>>>>>> Downside by a mile? You've been reading your favorite nephew's comments about selling 50% of Q on Monday. He may be right, and smart in the short-term, but who cares? We all have great respect for you on the outside; but it seems clear to me, as a physician, that you have MO-MO addictive qualities on the inside. The worse thing I can do here is to agree with you, or to enable these self-destructive tendencies. Frank, you need help. Spend time with our thread counselor, and if that doesn't work, then see me and I'll medicate you.......or find you certifiable and commit you to the local sanitarium. A Straight-Jacket for you. No online access to a broker, and no 49ers' games for punishment. If you still don't get it, think Jack Nicholson in One Flew Over the Cuckoo's Nest. <G> Apollo

To: Uncle Frank who wrote (9246)	11/9/1999 2:38:00 PM
From: StockHawk	Read Replies (1) \| Respond to of 54805

>>Imo, the other critical shortage component is flash memory...Hmmmm, sndk...<< From John Dvorak's column in PC Magazine 11/2/99 (print edition) "The huge demand for digital cameras at higher pixel resolutions has swamped the flash memory makers. According to Semico Research, the growth of flash is phenomenal, and it will be a $6 billion market by the end of next year! Manufacturing lead times are as high as 26 weeks, with most makers sold out for the rest of the year. Semico sees a market growth pattern that looks to be doubling every 3 years. This projection may be conservative...Finally, lets not forget the potential new uses of flash memory...The way I see it, and the way things are going, this is going to become a serious long-term problem." StockHawk PS. SNDK hit a Taiwan earthquake-induced intra-day low of $37 3/4 on 10/14. It has about doubled since then, trading around $76 now.