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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Terry D who wrote (34519)	3/8/2000 1:20:00 PM
From: Proud_Infidel	Respond to of 70976

Flash card makers battle chip shortages, not each other, says SanDisk CEO By Jack Robertson Semiconductor Business News (03/08/00, 10:44:05 AM EDT) PHOENIX --Flash memory card makers are expecting to be on allocation of devices for most of this year because of severe chip shortages, said Eli Harari, chief executive officer of SanDisk Corp., during a session at an industry forecasting conference here. "Although we are all competitors, in today's shortage, it doesn't matter," lamented Harari, referring to an unexpected "truce" in the flash memory card war between SanDisk and Sony Corp., which is promoting its Memory Stick format. During the Semico Summit meeting on Tuesday, Harari predicted that revenues for flash storage would increase at a 45% compound annual growth rate to $8.5 billion in 2003. He said flash storage revenues worldwide were at just $650 million in 1999. The CEO of Sunnyvale, Calif.-based SanDisk said market demand for digital cameras using flash memory will surpass 35-mm film-based cameras by 2002. He also told executives attending Semico Research Inc.'s annual conference that new digital cameras were coming to the market by midyear with double the resolution of today's systems. These new digital cameras would have a resolution of 3.2 million pixels, Harari added. Total production of flash storage is soaring, with average quarter-to-quarter increases in total terabytes jumping from a 40% increase in the first quarter of 2000 (from the fourth quarter of 1999) to an expected 52% jump in the third quarter (from the second quarter this year), Harari said. The chief executive also said SanDisk and Toshiba Corp. have expanded their development alliance in flash to include memories fabricated with 0.13-micron processes and double-density (D2) two-transistor cell devices. He predicted a single flash card using the 0.13-micron flash chips will be able to store a two-hour movie.