Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: slacker711 who wrote (26742)	10/6/2004 9:04:46 AM
From: Art Bechhoefer	Respond to of 60323

SNDK earnings next Wednesday should be better than expected because of increasing royalty payments. But continuing high oil prices may affect consumer spending and long term growth rates for consumer items such as flash memory. The low, forward looking price-earnings ratio reduces downside risk. Art

To: slacker711 who wrote (26742)	10/6/2004 9:29:41 AM
From: slacker711	Respond to of 60323

If Samsung is actually shifting an entire 12-inch fab away from NAND to DRAM, it is an absolutely massive amount of capacity. According to a September presentation, "line 13" (assume that is equivalent to "Fab 13"), is ramping from 13K wafers currently to 24K wafers a month by the end of the year. I think that they eventually are expected to hit 40K wafers a month. digitimes.com Samsung's DRAM allocation to also affect NAND-flash supply Hans Wu, Taipei; Jack Lu, DigiTimes.com [Wednesday 6 October 2004] Samsung Electronics’ move to reallocate capacity to 512Mbit DDR and DDR2 may also reduce the firm’s NAND-flash supply, according to sources with IC distributors in Taiwan. The South Korea-based chipmaker plans to dedicate its 12-inch Fab 13 to DDR2 production, at the expense of NAND flash, the sources said. Another source in Taiwan indicated that Samsung faced issues when testing 2Gbit NAND flash last month but may have resolved the problems. As reported on August 24, Samsung is accelerating its DDR2 ramp to meet demand from Dell, which is said to account for 70-80% of Samsung’s DDR2 shipments.