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Expert Analyses of the following article:

Flash memory makers heading for tough times

Source: news.com.com
February 14, 2007
Flash Market Depending on HD Applications & Vista
Author: GLG Expert Contributor
*Ongoing price decline exceeding demand growth*Vista will affect the flash demand in a mid-term period*Mobile HD content a mid to long-term driver
Neil KellyFebruary 9, 2007
Implications for Capital Equipment Even More Grim
Author: Neil Kelly, Semiconductor Test Consultant, Neil Kelly
Excess capacity, lower margins and price compression among the NAND flash producers will severely constrict investment in capital equipment.  A tough year for the device manufacturer will translate into a catastrophe for the flash test vendors.
James "Jim" CantoreFebruary 6, 2007
Tough Times Never Last for the Memory Industry, but Tough Memory Suppliers Do
Author: James "Jim" Cantore, President, JLC Associates
This is the time of year for worrisome sentiment.Seasonality is often forgotten.Potential for overcapacity does exist but the industry has ways to adapt.

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