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


To: puborectalis who wrote (14521)9/6/2000 7:50:47 AM
From: Ausdauer  Read Replies (3) | Respond to of 60323
 
Data storage flash to be in short supply through 2004!!!
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"There will continue to be shortages of NAND-type flash--or data flash memory--until at least 2004."

The NAND-flash chips are experiencing a different growth pattern than the NOR-flash memories, Niebel suggested. Major suppliers of NOR-flash memories are now adding too much production capacity with new wafer-fab lines and device shrinks, said the Web-Feet Research analyst. Meanwhile, suppliers of NAND flash devices are having trouble keeping up with demand
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semibiznews.com

This is excellent news for SNDK shareholders.
Let's hope demand stays high and pricing remains "benign".

Special thanks to "Snoilliz" on Yahoo!

Ausdauer