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.