WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 200.46

+6.8%

Jan 9 9:30 AM EST

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To: Binx Bolling who wrote (14327)	8/27/2000 10:24:36 AM
From: Ausdauer	of 60323

"SmartMedia card interface spec opened, available for free" *What does this say about the relationship between Toshiba and SanDisk? Maybe Toshiba and SNDK don't get along as well as we think? Maybe the FlashVision JV and SmartMedia initiatives at Toshiba don't talk to each other? Maybe Samsung pushed Toshiba to open the standard? Maybe Toshiba doesn't have the ultimate say in things presented at SSFDC association meetings? ["The move is designed to give the flash memory card format, initially spearheaded by Toshiba Corp., an edge as it competes for slots in digital cameras, personal digital assistants and other mobile devices."] Maybe the current OEM's using SmartMedia were afraid it would continue to fade in popularity and wanted some reassurances? Afterall, I believe the CF standard has been free to OEM's since the inception of the CFA. Is this a move made in desperation? Is SmartMedia kicking SanDisk's butt??? "The SmartMedia card appeared on the market in 1996 with annual shipments of about 1.5 million units, increasing to 7.5 million units in 1999. The forum expects shipments to surpass 10 million units this year. "No other media card has reached 10 million units per year* [so far]," said Ohara. Now that the spec has been opened, the forum expects the increase in this year's shipments to be even greater." Ausdauer

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