Zeev's Turnips Patch-No Politics (ZEEV)

[MONYMAN3]

On the other hand....(from the EE Times) analysts are saying that Toshiba and Samsung are no longer battling on price in the NAND (Flash memory like that made by SNDK and LEXR) market. M-Systems spokesman is saying that lead times are now stretching out to 3 months whereas earlier this year customers were able to get immediate delivery. Toshiba is basically shippping on allocation and NAND deliveries are stretching into the 4th quarter, Samsung says there is a 15-20% NAND
shortage over available supply and that they are also putting some of their customers on allocation for some densities of NAND. I had heard that SNDK said on their CC that they were capacity constrained also. Given all this talk of shortage,
will LEXR have a problem in using their capacity even if they lose share on SNE's business?

I don't have any position in any of the stocks listed above, though SNDK at 52....shoulda woulda coulda.....Rob