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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: steve susko who wrote (6170)10/12/2000 8:43:45 AM
From: Bosco  Respond to of 30051
 
Hi steve - Zeev & others are the experts in flash, but I thought the specialists were SSTI, SNDK, AMTL and FLSH. AMD is a sizeable flash business by proportion and INTC is sizeable but not by proportion.

Btw, they may or may not be competing in the same area of the flash segment

best, Bosco



To: steve susko who wrote (6170)10/12/2000 9:16:16 AM
From: Zeev Hed  Respond to of 30051
 
As Bosco suggested, the purest plays are SSTI, FLSH and SNDK (removeable). Each operate in different arenas, but I think all should benefit. A relatively pure play is AMTL. For AMD and INTC, flash is important but if their CPU business falters, flash will not compensate.

Zeev

irrevolute.iuma.com


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