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Technology Stocks : WDC/Sandisk Corporation

WDC 202.39

-7.8%

2:42 PM EST

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To: Craig Freeman who wrote (10236)	4/9/2000 10:48:00 AM
From: Rocky Reid	Read Replies (2) of 60323

>>>>>>While DataPlay may have a long list of negatives, you shouldn't write it off entirely. In its 500MB read-only configuration at <1$ a disk, you could:...<<<<< It is $5-$10 per disk. Nowhere have I read that there would be a <$1 Read-only version.Please correct me if I'm wrong. I've said before it doesn't matter if a rotating disk can store 40MB, 500MB, or 50 Gigs. It doesn't stand a chance if it Increases the size and Bulk of a portable device, draws too much battery power, and adds significant cost to the OEM. All of these factors are concerns for ALL disk drives either already on the market or proposed, and just any one of theses concerns will kill it. The fact that disk drives suffer from ALL of these conditions leads me to believe that disk drives are jusr Plain Dead in Portable devices. Some OEM's might experiment with them, but nothing but absolute failures can already be counted this early in the game. Iomega's Clik has been a miserable failure even with heavy Marketing and heavy lobbying to OEM's. Laptop computers seems to be the smallest device that can succesfully rely on rotating disks. But laptop computers are very very large compared to Modern Portable Devices. Anything smaller, and it is solid-state Flash all the way, baby. Even IBM's Microdrive costs way too much and uses too much battery power to be a viable mass-onsumer device.

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