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To: slacker711 who wrote (27255)	1/14/2005 3:15:39 AM
From: Ausdauer	Respond to of 60323

Slacks, thanks for listening in on the Samsung call. I guess many are still holding their breath with respect to the second half of 2005 when they will have a stronger grasp on new entrants. I still think that it will be hard for new entrants to be cost-competitive. As Eli has always clarified, the first chips off the assembly line are always the most expensive due to start-up and conversion costs as well as yield issues. It will also be nice to hear that a few of the new players are going to genuflect before SNDK and pay royalties. I hope that is a realistic expectation. Aus

To: slacker711 who wrote (27255)	1/14/2005 3:15:51 AM
From: Ausdauer	Respond to of 60323

Slacks, thanks for listening in on the Samsung call. I guess many are still holding their breath with respect to the second half of 2005 when they will have a stronger grasp on new entrants. I still think that it will be hard for new entrants to be cost-competitive. As Eli has always clarified, the first chips off the assembly line are always the most expensive due to start-up and conversion costs as well as yield issues. It will also be nice to hear that a few of the new players are going to genuflect before SNDK and pay royalties. I hope that is a realistic expectation. Aus

To: slacker711 who wrote (27255)	1/25/2005 9:07:09 AM
From: slacker711	Read Replies (2) \| Respond to of 60323

Micron’s 2Gbit NAND flash not shipping on time digitimes.com Hans Wu, Taipei; Jack Lu, DigiTimes.com [Tuesday 25 January 2005] Micron Technology has fallen behind its original schedule for shipping 2Gbit NAND flash chips, according to sources at Taiwan memory-module makers. The sources claim that Micron’s 2Gbit NAND flash chips, made using 90nm process technology, are unavailable in the market, even though the firm had projected in mid-2004 that production would begin by the end of 2004. Micron was unavailable for comment, but in August 2004 the firm denied a report indicating that samples of its 2Gbit NAND flash chips would not be available until November. Hoping to meet rising demand for 512MB flash drives, buyers looking for 2Gbit chips are turning to Samsung Electronics, which is already shipping 2Gbit chips in significant volumes, the sources claimed. However, supply has been lagging demand. The scenario has boosted spot prices over the past ten days. According to DRAMeXchange, by January 24 average spot prices of 2Gbit NAND flash chips had surged 14 % to US$18.94, up from US$16.58 on January 14. Prices for 4Gbit and 8Gbit chips are increasing on strong demand driven by digital video recorders, which normally feature 1GB or higher density flash-memory cards, according to sources.