BABUYAYA

Memory Trouble: Sector Is Reeling

GOOD POINTS. Having weathered the swings for the past 8 years on the supply side of Memory, position becomes almost as crucial as the underlying technology> SNDK will continue to reap the benefits of greater MLC penetration and Killer apps on the horizon (IE: SSD's): Samsung is already planing release of 3 bit per cell technology later in the year that has Both Tosh/SNDK ready to take cover. The 2000 LB gorrila is looking for a snack.

The Spansion Expansion

your anaylsis is all wrong

Flextronics Has Never Been More Attractive

Good Points. Well Made. Prob now in subcontractor world is how deep the current semi-recession will last. I am a supplier of FLex (Franchised Distributor) and admirer the way they run their businesses.. The manufacturing fallout to follow may keep FLEX at the current level for a while..I do like the fact they are expanding on many more mass consumed devices......High Volume...controlled costs.....

Long Term I am bullish on them... We will break out >>>Next wave of growth (My estimate....2nd half of 2009) Stock should be trading in the 20's+

Babuyaya