Zeev's Turnips Patch-No Politics (ZEEV)

[jdaasoc]

Don't disagree with your analysis. However, in post Sarbanes/ Oxley speak this is worst case scenario playing out. Royalties will be higher. More capacity will only spur end users to increase size of flash card purchases.

One bright spot I focus in on is:

In the past two quarters alone, we shipped almost as many megabytes of flash memory as in the prior fifteen years combined.


They have no clue how much Walmart, Best Buy, Circuit City, Target, Costco and/or BJ's are going to return or seek price protection on.

As far as I saw in Dec Walmart was sold out with a little bit of Lexar and Kodak flash cards on the shelf.