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

To: Pam who wrote (33851)	10/16/2006 9:20:13 AM
From: Pam	Respond to of 60323

Samsung 4Q Outlook- • DRAM: Highest demand season for PCs - Expect the highest PC growth rate in the year (13%? QoQ) · Sales increase of Vista Ready PCs (Q4: 930MB/sys, 10%?QoQ) ; Greater adoption of 1GB+ Memory, mainly for Consumer PCs - Seasonal demand pickup for mobile and graphic DRAMs • NAND: Expect robust demand from new models launch and seasonality - Increase in new products adopting high-density NAND · High-density (8Gb) demand increase with new 8GB MP3Ps - 1GB+ Cards reach sweet spot price range (Ex: 1GB, below $20) · Higher demand for handsets with card slot and mega-pixel cameras - Expect industry bit growth to decrease QoQ while SEC’s bit growth to increase · Bit growth: Market Q3 40%?Q4 32%, SEC Q3 mid-30% ? mid-40% · NAND market to stabilize with slower price decline · SEC: Further cost reduction from increase in 60nm 8Gb production in Q4