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Technology Stocks
Flash Memory - Players & Prospects

An SI Board Since January 2001

Posts	SubjectMarks	Bans
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Emcee: Steve Lee	Type: Moderated

Introduction Compact

It's January 2001. We've just seen a year of major correction for semiconductor companies and the Internet stock bubble is well into its much needed burst.

We are entering an era of mobile devices - with intelligent mobile comms devices in their infancy. Some say recession threatens and certainly some semiconductor company growth rates are falling. Despite warnings from the likes of Intel, Microsoft and AMD, these companies and others say demand for flash memory is still strong, and expected to remain so throughout 2001. Other flash companies such as SNDK are forecasting many years of growth ahead for flash manufacturers.

This thread aims to assess the flash market, and the market share and profit potential of the individual players. Anything flash goes here, with a focus on identifying flash market trends that allow us to predict likely revs and profits.

To start things off, here are the five major US flash memory manufacturers (as of 4Q 2000):

Intel (INTC): intel.com
Advanced Micro Devices (AMD): amd.com
Sandisk (SNDK): sandisk.com
Silicon Storage Technology (SSTI): ssti.com
Atmel (ATML): atmel.com

Go to reply# or date (mm/dd/yy):

Reply	Message Preview	From	Recs	Posted
50	Smartphones moving to fancier flash drives news.cnet.com	JakeStraw	-	8/20/2009
49	Atmel Q4 biz.yahoo.com	hueyone	-	1/25/2001
48	Sandisk Q4 results and business outlook are in this press release from the compa	hueyone	-	1/24/2001
47	<b>M-Systems</b> Message 15226955 Aus	Ausdauer	-	1/24/2001
46	<b>Lexar Media</b> Message 15231160 Aus	Ausdauer	-	1/24/2001
45	<b>Centennial</b> Message 15236237 Aus	Ausdauer	-	1/24/2001
44	Doesn't sound good; not for the near term, leastwise. "M-Systems: Flas	straight life	-	1/22/2001
43	<b>Anyone here follow FLSH?</b> Any comments about today's earn	Ausdauer	-	1/22/2001
42	A couple of added notes to the AMD conference call (I hadn't listened to the	wily	-	1/22/2001
41	M Systems (FLSH) reported this morning: M-Systems Reports 2000 Revenues Triple	hueyone	-	1/22/2001
40	I hope we can get that info. I don't think Intel gives a breakdown. However,	Steve Lee	-	1/22/2001
39	<b>Steve, it would be fun...</b> ...if we could total worldwide fla	Ausdauer	-	1/22/2001
38	Huey, That would make sense about the high duty cycles (which is probably the s	wily	-	1/21/2001
37	Thanks for your comprehensive report, Wily. I asked one of the guys on the AMD	hueyone	-	1/21/2001
36	Flash notes from AMD conference call: -4Q revenue grew 66% yoy, 9% sequentially	wily	-	1/21/2001
35	AMD Q4 Flash Memory Results Flash revenues were 458 million dollars, up 9% sequ	hueyone	-	1/21/2001
34	<b>Flash News</b> A new fab for Mitsubishi... Message 15215838 Sa	Ausdauer	-	1/20/2001
33	Aus, In post #30 I said <i>We need to wait for SST to announce more detai	hueyone	-	1/19/2001
32	Odd as it is, the best mover over the last couple of weeks was LEXR. From $.50	5dave22	-	1/19/2001
31	Huey, Most fab investments include risk sharing by partners and the inclusion o	Ausdauer	-	1/19/2001
30	Re: <I> My understanding is that the planned Vanguard flash memory undert	hueyone	-	1/19/2001
29	<i>There is no evidence that Sandisk has more "control" over its	Ausdauer	-	1/19/2001
28	<i>How do you distinguish between the SST/Vanguard agreement (or other SST	Ausdauer	-	1/19/2001
27	re: <i>SSTI will be at the whim of their contract suppliers and their cont	hueyone	-	1/19/2001
26	Of course there are risks associated with being a manufacturer...labor costs, en	Jason Rooks	-	1/18/2001

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