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

To: slacker711 who wrote (26663)	9/14/2004 2:23:18 PM
From: Robert Douglas	Respond to of 60323

Future Horizons reports that worldwide sales of flash memory cards reached $4.1 billion in 2003, accounting for 106.2 million units. It forecasts that sales will rise by a compound annual growth rate of 30.8%to reach $15.9 billion by 2008, equivalent to 611.0 millions units. Any guesses on how much SNDK would be raking in from royalties and license fees at those levels? 4 times last year's level would be almost $400 million. The first 6 months of this year, R & L ran $90 million, so could they do $600 million? Is unit volume or dollar volume the determining factor?

To: slacker711 who wrote (26663)	9/14/2004 4:47:34 PM
From: slacker711	Respond to of 60323

Samsung raises NAND tags amid weak product demand By Mark LaPedus Silicon Strategies 09/14/2004, 3:14 PM ET siliconstrategies.com SAN FRANCISCO — South Korea's Samsung Electronics Co. Ltd. has apparently raised its prices for NAND-based flash memory amid weak product demand in the market, according to RBC Capital Markets Inc. on Tuesday (Sept. 14). "Although NAND spot pricing is down 30-35 percent through August, which we attribute to Samsung burning through its inventory, our checks indicate Samsung increased prices 10-13 percent in early September," according to RBC Capital Markets. "Although hefty price declines bode well for gross margins in Q3, price increases in early September may cap margin expansion in Q4, particularly for fabless card vendors." Samsung has raised prices at a time when flash-card vendors are lowering their tags, however. Flash-card vendors have resumed participation in price declines with average selling prices per megabyte down 15-20 percent quarter to date, according to the report. And product demand is weak. "Data shows a 22 percent month-over-month sales decline in July for the flash card sector," according to the report. "Digital camera card sales were down 23 percent month-over-month after a relatively strong June [up 27 percent month-over-month]. USB flash drive sales were down 19% m/m after posting weak Q2 sales."