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To: limtex who wrote (24425)	12/26/2003 9:59:26 AM
From: JJB	Read Replies (1) \| Respond to of 60323

IBM's Millipede May Challenge Flash Memory forbes.com I recall other challengers this one given it's origins may be for real. It is hard to predict if a new technology grows the market as a whole or competes, or both. ->Millipede has the potential to provide significantly greater storage capacity than flash memory at a lower price. Another advantage: smaller and easier-to-use devices<- I'd like to see some sample products and media production before I factor this in. jjb

To: limtex who wrote (24425)	12/26/2003 11:51:31 AM
From: Howard R. Hansen	Read Replies (1) \| Respond to of 60323

If today Toshiba and Samsung control 90% of the flash market where does SNDK fit into this equation? SanDisk is included in Toshiba's share of the market. Notice article says 90% of NAND type flash memory products not 90% of flash memory products.

To: limtex who wrote (24425)	12/26/2003 12:16:11 PM
From: Road Walker	Respond to of 60323

re: 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. The 28% to 66% by Samsung implies a 135% increase in capacity, more considering projected total demand growth. The 10% to 20% by Renesas implies a 100% increase in capacity, plus projected demand growth. That's not counting increased production from Toshiba and new production from Micron and Infineon (and others I'm missing?). Is demand going to keep pace? No answers here, just questions. John