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To: tejek who wrote (21309)	12/13/2001 12:13:24 PM
From: orkrious	Read Replies (1) \| Respond to of 60323

what is up with SNDK. We had another good move today! This was posted on briefing yesterday. What a bunch of idiots. Who buys a stock because of something someone projects to happen in 18 months? 1:09PM CSFB on Flash Chips : CSFB believes that data storage requirements are likely to lead to a shortage in the high-density flash mkt in mid-2003, with tightening supply becoming evident in late 2002. Firm estimates that data storage bit demand will more than triple that of code-storage mkt in 2003, driven primarily by requirements from 2.5G and 3G cell handsets. Briefing.com notes that one possible beneficiary could be SNDK, which has a sizable high-density flash biz.

To: tejek who wrote (21309)	12/13/2001 12:28:33 PM
From: Art Bechhoefer	Read Replies (1) \| Respond to of 60323

Ted, there is not much overlap in the SNDK and SSTI products. SSTI is one of the key producers of embedded memory, mainly lower capacity units, used in cell phones, set top boxes, etc. These are very low cost units, and while demand may be increasing, it is not increasing as fast as demand for higher capacity removable flash memory units. The demand, particularly in digital cameras, increases not only from the increase in camera units sold but from the continuing higher resolutions in those cameras. A few years ago, a typical medium price digital camera had between 1.2 and 2.1 mp resolution. Now the medium price cameras generally have at least 2.1 mp, with a growing number routinely providing 3+ mp. Those who buy cameras with 3 to 5 mp resolution will probably not be satisfied with flash cards having less than 128 mb capacity. So in terms of pixels per camera, the increase comes both from higher resolution and higher numbers sold. This is due both to technology improvements and lower prices for the memory cards. One can assume, as do some of the investment analysts, that as demand for capacity expressed in mb picks up, companies like SNDK will make more money. But the bottom line really depends on which company is the lowest cost producer. It isn't clear if SNDK is the low cost producer at the moment, but I think it is close to being the low cost producer. Art