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To: Apollo who wrote (12198)	6/24/2000 4:16:00 PM
From: Uncle Frank	Read Replies (2) \| Respond to of 60323

>> But Qcom's chips are outsourced, and Qcom is inherently fabless as well. Could it be that SNDK is more like INTC.....IPR + fabs? As I understood it, sndk outsources most of their chips, too, up until the joint fab with Toshiba is completed. Perhaps one of the thread elders will comment. uf

To: Apollo who wrote (12198)	6/24/2000 8:13:00 PM
From: Ausdauer	Respond to of 60323

"sndk's business model has a stronger resemblance to qcom's than rmbs's." That's true. But Qcom's chips are outsourced, and Qcom is inherently fabless as well. Could it be that SNDK is more like INTC.....IPR + fabs? _____________________________________________________________________________ Perhaps SNDK has features of RMBS, QCOM and INTC. Not bad company to keep at all. Ausdauer

To: Apollo who wrote (12198)	6/24/2000 8:54:00 PM
From: Ausdauer	Read Replies (2) \| Respond to of 60323

There are a few questions that I had... 1) Is there any site we can link to that publishes spot prices for flash memory? We need to at least have some barometer of price stability rather that learning of the bad news via an earnings warning. Overproduction (read: Hitachi) remains a critical issue in the intermediate term. 2) Why is it that 64 MB of SDRAM costs $49.99 and sports 8 X 64MBit SDRAM chips on a single memory module? I would think that a 64 MB flash memory card made with a single 512 Mbit flash chip or two 256 Mbit chips plus the controller (and plastic housing) must be a high margin item when priced at two to three times the retail price of the 64 MB SDRAM module. Ausdauer