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yourbankruptcy

06/16/03 5:15 PM

#6480 RE: KeithDust2000 #6479

I think Samsung will be #1 semicompany not very far from now.
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kpf

06/16/03 5:55 PM

#6483 RE: KeithDust2000 #6479

keith samsung

"Sources believe that Samsung is quietly shipping NOR-based flash memories for use in Nokia's phones"

I am deadsure what these sources believe is rubbish.

1.Ramping up Nokia-volumes of state-of-the-art NOR-Flash cannot be done "quietly".

2. High-density NOR-Flash is not like baking cookies, only three manufactorers on this planet can produce it. Developing and sampling such a process takes years. Impossible to do that quietly as well imo. Low-density-Flash is easier, but there is excessive capacities for a shrinking market already, why should Samsung begin with it?

2. Why would Samsung make their chipsets compatible to NAND which they already have in volume and deliver NOR to Nokia then?

Naah. Aggressive and potent, yeah. But stupid as well?

K.