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To: slacker711 who wrote (27825)	4/4/2005 9:23:37 AM
From: Pam	Respond to of 60323

Hi Slacker, Nam Hyung Kim, principal analyst for memory at iSuppli said Samsung allocates more than 40% of its wafers - the silicon that chips are made out of - to the production of NAND flash. "You can simple imagine the consequence if Samsung uses its NAND fab for DRAM - it will be a disaster," he said. Samsung remains the undisputed Gorilla of Nand and DRAM! U.S. market researcher iSuppli Corp. expects the global NAND market to grow 8% this year to $7.17 billion, while it projects the DRAM market to grow at a much slower 2% rate to $27.03 billion from 2004. This seems awfully low unless they are expecting severe price cuts in Nand down the road! Based on Samsungs Nand bit growth of 120% this year, ASPs should be down by 51% to get to only 8% increase in Nand Sales this year. -Pam

To: slacker711 who wrote (27825)	4/4/2005 10:57:41 AM
From: slacker711	Read Replies (1) \| Respond to of 60323

Bear Stearns upgrade this morning to peer perform... finance.yahoo.com Slacker

To: slacker711 who wrote (27825)	4/4/2005 2:56:47 PM
From: etchmeister	Respond to of 60323

It was a light week for shootout announcements. The hot order of the week was Advantest receiving an order for its T2000 SoC test platform from a global communication company. There is plenty of good news out there. Taiwan and the foundries are getting more optimistic. Japan is more positive as well. There are signs the consumer market is pulling out of its doldrums. Toshiba is pulling in equipment orders, as they are short of Flash capacity. They are actually on a roll in Flash, gaining on Samsung. that's what vlsiresearch.com had to say last friday