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Technology Stocks : WDC/Sandisk Corporation -- Ignore unavailable to you. Want to Upgrade?

To: Pam who wrote (26510)	8/13/2004 3:52:47 PM
From: slacker711	Read Replies (1) \| Respond to of 60323

But I thought, they were producing the low density chips and gradually moving to 1-2Gb by year-end. Surprisingly, the prices for the low density chips have come down the least. Probably, FV and Samsung have moved on to higher densities and not much pressure on the newer players? Good point....according to the following Hynix wont be producing 1 and 2 Gbit chips until the end of the year. digitimes.com I dont really have a good explanation as to why price pressure would be more severe on the high-end than on the low-end. Sandisk's average density moved up pretty dramatically during the last quarter so its not like demand has slowed on the high-end. I can't remember where I read it but I was under the impression that Samsung will have their own MLC o/p by year-end. It might have been me <vbg>. Message 20247400 However, Samsung moved back their plans for an MLC chip to the 2nd quarter of next year. Message 20317008 Eli has commented that MLC is a pretty difficult technology so I guess we can hope that the schedule will still slip from here. I would like to see Sandisk have a couple of quarters where they are using the same process technology as Samsung while still having the advantage in MLC. Slacker