Memory Tech Watch - Herald of Change to come?
The link is here.
Is flash memory bewcoming the medium of choice? If it is you may want to put some stock in it =)
excerpt:
With a decrease in price per gigabyte (GB) of more than 80 percent over the past three years and with the high growth in wireless data the need for new and addition memory could exceed the growth of the hardware device market that uses flash for its memory. The current market in flash memory is about $25 billion annually and its forecast is about 40 billion by 2010.
....
Saifun is an intellectual properties company which its revenues come in three forms: licenses, royalties and support. This type of model has been very successes for our model portfolios in the past. The three previous companies that had core business from intellectual property we investment into our portfolio's were Qualcomm (QCOM) in1997 at 3.31 per share and still holds a position. Arm Holdings (NASDAQ:ARMHY) in 9/29/1999 @ 9.60 and holds half a position and Rambus (RMBS) in 1998 which appreciated about 350% in 2000 and we sold the position in the model portfolio when Intel stopped supporting the Rambus architecture late and 2000 and in 2001.
Saifun is the company that they think has what it take. Again this is not based on financials but on technological development. The usual hazards apply.
Edit:
More on flash tech stocks. Again Saifun is looked at.
The link is here
Is flash memory bewcoming the medium of choice? If it is you may want to put some stock in it =)
excerpt:
With a decrease in price per gigabyte (GB) of more than 80 percent over the past three years and with the high growth in wireless data the need for new and addition memory could exceed the growth of the hardware device market that uses flash for its memory. The current market in flash memory is about $25 billion annually and its forecast is about 40 billion by 2010.
....
Saifun is an intellectual properties company which its revenues come in three forms: licenses, royalties and support. This type of model has been very successes for our model portfolios in the past. The three previous companies that had core business from intellectual property we investment into our portfolio's were Qualcomm (QCOM) in1997 at 3.31 per share and still holds a position. Arm Holdings (NASDAQ:ARMHY) in 9/29/1999 @ 9.60 and holds half a position and Rambus (RMBS) in 1998 which appreciated about 350% in 2000 and we sold the position in the model portfolio when Intel stopped supporting the Rambus architecture late and 2000 and in 2001.
Saifun is the company that they think has what it take. Again this is not based on financials but on technological development. The usual hazards apply.
Edit:
More on flash tech stocks. Again Saifun is looked at.
The link is here
posted by god_is_good478 at 12:02 AM
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