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Technology Stocks : WDC/Sandisk Corporation -- Ignore unavailable to you. Want to Upgrade?


To: Ausdauer who wrote (12494)7/3/2000 8:16:09 PM
From: incomep  Read Replies (1) | Respond to of 60323
 
AMD and INTC have much more sales last year in Flash memory than SNDK. Do you still think SNDK would be a B/H invest?
ip

AMD:
Memory Group net sales of $327 million increased 19 percent in the first quarter
of 2000 compared to the fourth quarter of 1999 as a result of continued strong
demand for Flash memory devices which was slightly offset by a decrease in net
sales of EPROMs. Although demand for Flash memory devices has remained strong,
achieving further growth in net sales of Flash memory devices will depend upon
our ability to execute our plans to increase our Flash memory manufacturing
capacity, as to which we cannot give any assurance.

INTC:
FLASH MEMORY. Flash memory components are used to store user data and computer
program code and retain information when the power is off. Intel(R)
StrataFlash(R) memory, the first flash memory product to store multiple bits of
data in one memory cell, expands memory capacity for a variety of consumer and
networking applications. In August 1999, Intel introduced the 3 Volt Intel(R)
StrataFlash memory with triple the read performance compared
to the previous version. Using 0.25-micron lithography, the new StrataFlash
product enables both code execution and data storage on a single 128-MB chip.
In September 1999, the company announced the Intel(R) 1.8 Volt Dual-Plane Flash
Memory, a 32-MB capacity chip for code execution and data storage in cellular
phones and other handheld wireless devices requiring low-power, 1.8-volt
operation. In 1999, the company also introduced an updated version of the
Intel(R) Advanced+ Boot Block Flash product using low-power, 1.8-volt operation
and having fraud protection capability that protects code and data from
corruption.