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To: Jill who wrote (26429)7/23/2004 12:43:37 PM
From: Ausdauer  Read Replies (1) | Respond to of 60323
 
Jill, sales could reach USD 2 billion this year.

I think this is an outstanding achievement.
They also beat profit estimates in a quarter
where they intentionally undercut competition.

Yes, there are negative things. Nobody will decide
to upgrade their cellphones to ones with multimedia
function or a earthquake could hit Japan and FlashVision's
fab could fall into the abyss. SNDK may never mass
produce anything at the 90nm node or less. Samsung
will increase production 10 fold over the next year
and swamp the market.

There are a list of potential pitfalls in the quarterly reports.

Aus



To: Jill who wrote (26429)7/23/2004 7:19:46 PM
From: limtex  Respond to of 60323
 
Aus you have said many things about SNDK over the years and .......and you were right!!!!!!

Well done.

Best,

L


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