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


To: Road Walker who wrote (14)1/16/2001 11:57:45 AM
From: figanin  Read Replies (1) | Respond to of 50
 
Here is my SI Portfolio of flash memory makers...some are broadline manufacturers and others more pure-play. I put this together some time ago and any additions or deletions will be most welcome.

siliconinvestor.com

figanin



To: Road Walker who wrote (14)1/16/2001 1:50:50 PM
From: Ausdauer  Respond to of 50
 
John and Steve,

I would also consider CENL (Centennial) even though it is a card assembler.

Does Sony really belong on that list? I see SNE as too diversified to really
reflect the flash market in general.

Aus