Zeev's Turnips Patch-No Politics (ZEEV)

[langostino]

SNDK - T-flash news

Not that anyone around here seems to care much about actual business fundamentals, but what the heck, I thought you might be interested in checking out the news of the day around Motorola's new line of handsets ...

T-Flash.

Start with a quick review of the growth rate of cameras in phones.
http://www3.gartner.com/5_about/press_releases/pr11june2003a.jsp
It's not just that as a percentage of all phones sold, cameraphones are growing at a viral rate, it's that each year the resolution (megapixels) of the cameras goes up by a similarly rapid rate, and thus the memory requirements.

And now, today Motorola announced a deal with Apple to load iTunes onto its phones and phone users will be syncing up their digital music collections to their phones. The primary limitation? Storage. Huge storage requirements needed for music!!
http://www3.gartner.com/5_about/press_releases/pr11june2003a.jsp
http://news.mobile9.com/category/motorola/

WSJ article on Moto-Apple iTunes alliance
http://www.investorshub.com/boards/read_msg.asp?message_id=3663294

Hence ... T-Flash. Viral growth ahead in the demand for storage on mobile phones. There are more phones sold than PCs now. And now with these new uses there is enormous growth as far as the horizon.