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Technology Stocks : WDC/Sandisk Corporation

WDC 198.81

-9.4%

12:33 PM EST

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To: Win-Lose-Draw who wrote (18098)	1/9/2001 10:37:50 PM
From: Ausdauer	Read Replies (1) of 60323

Win-Lose-Draw About a month ago I was in the market for a 64MB Smartmedia card. Best deal I could find from a reputable etailer was $99. Today I went to buy another one; same dealer, only now the price was $82. In response to your post about SmartMedia I wanted to say that SanDisk purchases finished SmartMedia from an outside supplier (Toshiba?) and I doubt SanDisk is selling it at a loss. I suspect the newest card is made from a single 512 megabit flash chip. As a matter of fact 128MB SmartMedia is now available. This must be two stacked 512 megabit chips... digitalkamera.de Well, I wanted a 64MB MMC for my I-Jam and looked around Christmas time. The best I could find on the net was $145 per card. Yesterday I bought one for $106.99 at www.egghead.com's site. Message 15146509 We must be swimming in NOR/NAND flash cards?!? "Niebel pegged the capacity of NOR-type flash parts, which are used primarily for storing program code, at 3.1 billion units, compared with demand for less than 2 billion such devices. Manufacturing capacity for NAND and other types of data storage flash, on the other hand, is 1.1 billion units against demand for 2.6 billion units. For 2002, Niebel predicted, there will be more of the same, only worse, with NOR (code) supply exceeding demand by better than 2 billion units and data flash demand exceeding supply by 5.3 billion units. He said his estimates factor in the vendors' current plans for adding capacity." Well, I think Mr. Niebel is speaking about a different landscape than what Dr. Harari is describing. Either that or we just picked up one of those available 5.3 billion units about a year too early. Aus

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