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

To: alburk who wrote (30082)	8/18/2000 10:34:38 AM
From: sditto	Respond to of 54805

<<I have yet to conclude that SNDK passes on either account>> The good news about SNDK is that its products are positioned in the middle of at least three potential simultaneous tornados (digital cameras, MP3 players, cellular telephones). These opportunities should ensure great revenue growth for years to come - royalties for sure and hopefully product sales if they can ramp up production and stay ahead of the competition in density levels. The problem with SNDK is that flash memory is an important component of these product architectures but is not the technical equivalent of a heart, brain, or spine. Therefore SNDK can exert relatively little control over the products enabled by their components and is subject to being being designed out by the companies that do control the architecture when they want to provide the component (e.g., INTC, TXN, etc.) or when new innovation comes along (i.e., Bluetooth). The key for SNDK Gorilla status is to help build/enable product or application architectures where they can control the architecture. Digital photography processing and secure digital rights management come to mind.

To: alburk who wrote (30082)	8/18/2000 1:50:23 PM
From: StockHawk	Read Replies (1) \| Respond to of 54805

re: SNDK and flash memory growth: This is from "Flash Card White Paper II" which was apparently put together by The Weber Group for Hitachi. It is dated July 2000. semiconductor.hitachi.com a few excerpts: "Flash card usage is set to explode..." A study by Semico Research looked at worldwide flash card shipments: Year Million Units 1997 6.81 (actual) 1998 11.71 (actual) 1999 21.99 2000 58.96 2001 144.32 2002 239.53 2003 373.17 The report states that the above represents a 95% compound growth rate (they get that number by starting with 1997). The above includes two market segments: PC flash cards and "small form factor flash cards". The small form factor cards, which are the type SNDK is involved with, are expected to garner an increasing portion of the sales of flash cards. From 41% in 1997 to 88.5% in 2003. Applying those percentages to the above chart reveals that small form factor flash will increase from 14.31 mil units in 1999(21.99 * 65.1%) to 330.58 mil units in 2003 (373.17 * 88.5%). That would represent a compound growth rate of approximately 120% StockHawk