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Technology Stocks : Flash Memory - Players & Prospects -- Ignore unavailable to you. Want to Upgrade?

To: hueyone who wrote (11)	1/15/2001 3:07:31 PM
From: Andrew Vance	Read Replies (2) \| Respond to of 50

Thought we might get this thread off to a nice start, with the article below. I also saw the article you posted on SSTI - Vanguard and it appears it finally is getting to se the lightr of day and making the rounds. Fortunately, Radarview readers have been given a couple of days head start to consider the matter.<GGG> Andrew NOR Flash Memory Demand for Cellular Phones to Grow 185 Pct. January 15, 2001 (TOKYO) -- According to a survey by Nikkei Market Access, the world's NOR flash memory demand for use in cellular phones will increase to 1,876 million 8Mb units in 2001, up 85 percent by bit capacity from the preceding year. So far, most cellular phones are using GSM, the most popular cellular system in the world, and embedded with one 8Mb memory. The trend for the memory capacity will likely shift to 16Mb, and that will have a fairly big influence on the memory industry. On the other hand, Japanese cellular phones, PDC types and cdmaOne types, will mainly shift from 48Mb to 64Mb. The world's cellular phone production volume in 2001 is predicted to show a 30 percent increase from the preceding year, which means the increase of memory capacity for each cellular phone will expand the demands for NOR flash memory. GSM cellular phone makers, mainly European makers, are planning to expand the 16Mb, and also 32Mb based cellular phones to keep up with the trend of providing the internet-accessible cellular phone. But currently, most demand is for 8Mb based cellular phones, so if users are satisfied with the cellular phones having only voice communications in 2001, the expansion of flash memory demand is not expected. The semiconductor makers have been aggressive in capital investment to increase production capacity. On the other hand, many makers are emerging on the NOR flash memory market in succession to avoid an oversupply on the DRAM and NAND flash memory markets. It's essential to develop attractive services, being followed by blockbuster hits. Otherwise, NOR flash memories will also be in excess supply.