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To: Milan Shah who wrote (49006)7/25/2001 6:11:05 PM
From: PetzRead Replies (4) | Respond to of 275872
 
Sorry, Milan, I misread the intentions of your post, not having been frequenting "The Thread" as much as I used to. CJ's response 206.253.217.10 was a lot more informative.

When he said, Flash has potential for a lot more than flash. he meant ... a lot more than CELL PHONES.

I think cell phones is about 1/3 of the market demand for Flash.

Other "Flash Facts"
AMD+Fujitsu is larger than Intel in flash production but Intel is probably 50% larger than either one.
I'm not clear on whether the joint venture is owned equally by AMD and Fujitsu or who sells what percentage of it's output.

CJ's main point is that Flash, like everything else is highly cyclical, but most would agree that the long term growth rate of the Flash Memory industry is at least as large as the CPU industry.

Petz



To: Milan Shah who wrote (49006)7/25/2001 7:24:44 PM
From: ptannerRespond to of 275872
 
Milan, Re: "compared to 100M cell phones"

FWIW, I think annual cell phone shipments are more on the order of 300-350M units. I recall during 2000 the procted shipments kept declining during the year as the historic growth rate (50%+) was not holding up. I don't recall any projections for 2001 but cellular phones is definitely an attractive infrastructure choice for the developing world which can skip the enormous fixed cost of wired systems.

-PT


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