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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Dan3 who wrote (79412)	5/5/2002 2:32:44 PM
From: Dan3	Respond to of 275872

it looks like the flash market will jump this year. Flash sales will increase to $9.3 billion in 2002, up 14% from $8.15 billion in 2001, predicts Alan Niebel, analyst at Web-Feet Research. He also expects shipments to rise to 2.18 billion units this year, up from 1.68 billion in 2001. "There is a pickup in the market and a lot more demand," says the analyst. "It's more than just NAND [flash] in digital cameras. There are flash cards in PDAs, network systems, cell phones, and some GPS systems, as well as games and other consumer devices." "In the past six months, customers have enjoyed artificially low prices and lead times," notes Atmel's Bryant. "I think we'll see the industry go back to a more normal situation. I don't think prices are going to double, but in some cases they could rise 25% or more." Semiconductor Alert! (April 28-May 3) Commentary & analysis of week's chip news By Robert Henkel Semiconductor Business News (05/03/02 19:51 p.m. EST) siliconstrategies.com