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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Sam who wrote (28111)1/23/2006 9:34:00 AM
From: Gottfried  Read Replies (3) | Respond to of 95616
 
Sam and all, this post has a link to a download of an October Needham report discussing NAND vs HD. Message 22086060

thanks to brushwood.

summary: not any time soon



To: Sam who wrote (28111)1/23/2006 10:04:23 AM
From: Sarmad Y. Hermiz  Respond to of 95616
 
>> BTW, I also have MXO and STX.

Wow! in the winners' circle all around. Very nice.

I agree with your points. Except on flash taking any significant share in computer mass storage in '07 or '08. By the way, samsung's initial boast was for '05 (in fact May of '05) then when that turned out to be BS, they changed it to '06. I guess now the dream is deferred to '07.

Sarmad


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