Replies to post #195797 on Zeev's Turnips Patch-No Politics (ZEEV)

[goodluck]

Falling ASPs are a desired condition. They're what drives new sales to existing customer base. They open up new markets, new applications, new uses.

Exactly so. Especially when the falling ASPs are accompanied by falling production costs. As they have been this year. A 40% fall in ASP would be a good thing for SNDK, not a bad thing. This is what they are planning on. And their costs will fall as the the new Flashvision fab comes up and the new TSEM fab comes on line in 2005, I think it is.

[limtex]

SNDK products selling prices have been falling for over seven years. I epxect they wll continue to fall.

the point is what is the market for MBs out there now and over the next five years. my guess is that the market for MBs is going to expand considerably.

As a user and hopefully as a user of even more when I get a flash digital video camera i hope the prices continue to fall as I will need a lot more flash to take my movies.