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To: Binx Bolling who wrote (9495)3/6/2000 6:42:00 PM
From: orkrious  Read Replies (1) | Respond to of 60323
 
Can someone help me out with this thought? A few people have mentioned that SNDK should stay strong at least until the market recognizes that flash fab capacity catches up with demand.

Since SNDK's products (sales) are dependent solely on the sales (and upgrades) of various consumer products, shouldn't SNDK be immune to an overcapacity situation among flash makers?

Jay



To: Binx Bolling who wrote (9495)3/6/2000 6:43:00 PM
From: Binx Bolling  Read Replies (2) | Respond to of 60323
 
Sony sells nearly 1 million Playstation2s

But shipments have fallen short of demand and production is behind schedule.

zdnet.com