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

To: slacker711 who wrote (28282)	5/25/2005 5:26:42 PM
From: Pam	Respond to of 60323

Hi Slacker, I dont know why Digitimes always seems to think that Samsung is a process generation ahead of where they actually are....AFAIK, they wont have a 8Gb part until the end of the year or early next year. I think the 8Gb part they are talking about is a MCP product. OTOH, it is true that high-density flash chips have been falling hard in price over the last several weeks. Yes, the prices have been coming down in recent days but at the high-end we hardly dropped in the 1Q and if we are going to be off 60% yoy they will have to come down this and next Q. The 4Q also is also a possibility if the demand slips. I hope the elasticity of demand kicks-in soon. Personally, I think we need faster adoption of DV Camcorders, high-end USB's, etc. MP3 players helped in 1Q and Gaming in 2Q and both will help in the coming Q's also but DSC owners have bought the cards they need for now and will migrate to higher densities only if the prices come down (exclude the professionals here). Regular users with 4-7MP can do well with a couple of 512MB cards and no point in spending more money on the cards than the cost of camera that can fit in one's pocket. In my opinion, we seem to be a little bit ahead in the progress we are making in raising o/p compared to driving new applications that can absorb the supply. It maybe just by a Q or two but that could result in volatility in Sandisk in the coming Q's and this is unavoidable as you can't precisely bring your manufacturing progress in sync with user demand. -Pam

To: slacker711 who wrote (28282)	5/26/2005 10:31:44 AM
From: slacker711	Read Replies (2) \| Respond to of 60323

SanDisk 2 GB Memory Stick PRO Gaming Card Uses Memory Controller Supplied by Tower Semiconductor Thursday May 26, 6:30 am ET biz.yahoo.com MIGDAL HAEMEK, Israel--(BUSINESS WIRE)--May 26, 2005--Tower Semiconductor Ltd. (NASDAQ: TSEM; TASE: TSEM), a pure-play independent specialty foundry, announced today that SanDisk® Corporation (NASDAQ: SNDK - News) has selected the company to provide the memory controller on its recently introduced 2GB Memory Stick PRO Duo® Game Card, a high-capacity flash memory card for Sony's PlayStation® Portable (PSP®). The SanDisk memory controller is being manufactured in Tower's Fab 2 facility. SanDisk and Tower have been closely cooperating on designs that are targeted for multiple flash storage formats with unique solutions to enable superior performance. "Sony is experiencing heavy demand for its PSP, which shows consumers' increasing interest in multi-functional devices that require lots of data storage capacity for storing music and video files," said Christina Day, SanDisk product marketing manager for the gaming card line. "Our 2GB flash Memory Stick PRO Duo card is our response to this need, and we are glad to have Tower as a reliable, high-quality manufacturing partner to supply the market with these high capacity cards." "SanDisk has been manufacturing its advanced memory card controllers at Tower since 2003. In addition to the new Memory Stick PRO Duo Game Card, Tower is in high-volume manufacturing of various other memory controllers used in a broad range of Flash cards. Tower's offering of advanced IP, optimized to its enhanced manufacturing processes, enables our customers to set new performance records for their designs" said Doron Simon, president of Tower Semiconductor USA. "We are proud to support SanDisk's cutting-edge products." About Tower Semiconductor Ltd.