SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : WDC/Sandisk Corporation -- Ignore unavailable to you. Want to Upgrade?


To: orkrious who wrote (20927)10/5/2001 2:40:05 PM
From: Art Bechhoefer  Respond to of 60323
 
The report confirms why companies like AMD are doing so poorly, but also notes that most of the drop in demand is for NOR units, especially embedded type memory. I'm fairly certain the situation isn't quite as bad for removable NAND memory, but still pretty bad.

Art



To: orkrious who wrote (20927)10/5/2001 2:46:59 PM
From: JH  Read Replies (1) | Respond to of 60323
 
Toshiba's view of the NAND flash market:

eet.com