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

To: Ausdauer who wrote (31)	1/19/2001 8:55:06 PM
From: hueyone	Read Replies (1) \| Respond to of 50

Aus, In post #30 I said We need to wait for SST to announce more details regarding this agreement before drawing any conclusions regarding the cost (for SST). This is different than concluding that SST will not invest in the fab. Here is my view on the technological ramifications of the Vanguard/SST agreement: Message 15188620 I look forward to starting a table on this thread with real market share, growth rates and guidance following the CCs next week. I think most of the flash companies will report a great fourth quarter. See you then Aus! Best, Huey