SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : WDC/Sandisk Corporation
WDC 168.90+4.9%Dec 5 9:30 AM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Steve 667 who wrote (19874)3/30/2001 8:28:04 PM
From: Ausdauer  Read Replies (5) of 60323
 
Steve, I think your argument is fair.

SDMC

A few years ago I refused to buy a DVD player. Why?
Because my local video store didn't have any DVD's
to rent at the time and there just isn't anything wrong
with VCR tapes (except you gotta "be kind, please rewind").
Now my local video place does have DVD's and I bought
a JVC player for about $200.00 a few weeks ago.

The argument that SDMC has gotten ahead of itself may be
true as there isn't any secure documents that need to be
purchased and there certainly isn't any secure documents
that need to be purchased and wirelessly downloaded on
a Palm device. Despite this, I think SDMC needs to be
introduced at some point, even if it is used initially in
a non-secure fashion as plain, vanilla storage. There may
be business/industry applications which sprout up first. As
a consumer I am not sure what I would buy that would need to
be stored on SDMC right now.

The major difference between SDMC and its siblings, CF and MMC,
appears to be that there will only be three suppliers of the
card to begin with, Toshiba, SanDisk and Matsushita. I am
not aware that SanDisk's competitors are allowed to manufacture
SDMC. Hitachi has even tried to gain momentum with their version,
the Secure MMC card, but I am not sure how sophisticated this
device will be, especially if the SDMC standard is widely adopted.

Sooner or later there will be content and protocols for using
SDMC. The complexity/ease-of-use may be more important than
anything else. So I don't think there is any guarantee that
the consumer will embrace SDMC if its use is cumbersome. There
is also the issue as to why one would select SDMC over
MMC if the intended use is non-secure.

MMC appears to be in the same conundrum as CF right now
with a plethora of sources and few SanDisk licensees. So
without a compelling reason to buy SMDC I would think an
MMC purchase would be the next logical choice.

MP3

I also read with interest the article Jay posted. It would appear
that flash cost will be an impediment to MP3 applications in the
future. The young kids will have to chose between a device
using rotating media and a huge storage capacity versus a solid
state device that has less storage and can be custom loaded each day.
(The question comes down to storage cost, how easily one can
navigate through hundreds of MP3's on a single device, battery
life, ruggedness,...) The IDC report suggests that alternatives
to flash will become more and more prevalent due to $$/MB issues.

Aus
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext