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To: Art Bechhoefer who wrote (24412)12/23/2003 7:38:33 PM
From: Ausdauer  Read Replies (2) | Respond to of 60323
 
RIMM up huge today. Unreal.

Look at RIMM vs. SNDK market cap. Look at EPS and gross profits for last Q.

Oh my.

Aus



To: Art Bechhoefer who wrote (24412)12/26/2003 9:24:25 AM
From: limtex  Read Replies (3) | Respond to of 60323
 
Aus - What is all this about? Who are theese guys?

biz.yahoo.com

Toshiba now controls about 40% of the global flash memory chip market with its NAND flash memory. Samsung expects its share to rise sharply to 66% by 2005 from 28% this year. Together, the two companies supply some 90% of NAND-type flash memory products.

Renesas aims to secure 20% market share by 2005 from about 10% today with the help of 4 gigabit AG-AND flash memory.


If today Toshiba and Samsung control 90% of the flash market where does SNDK fit into this equation?

Best,

L