WDC/Sandisk Corporation Message Board

STOCKTALK

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 181.95

+7.3%

Dec 10 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Jim Greif who wrote (20952)	10/16/2001 12:00:26 PM
From: Ausdauer	of 60323

Jim, Sanjiv Mehrota suggested the latest NAND flash... ...would greatly enhance write speed performance. I also read in a recent post that SD cards will have peak write speeds in the 10 MB/sec range. I doubt that Lexar Media has much left to brag about at this point and that company seems to have its work cut out for themselves now that SanDisk will also be cooperating with Sony on future MemoryStick variations. It would seem that the controller technology evolves along the same lines as the flash wafer technology. Thus, leading edge wafer manufacturers have an inside track on future controller design. This may give SNDK a competitive edge going forward. SNDK can concentrate solely on flash and flash controller design and hope that its sales force can push their products out the door. Eli keeps referring to their "vertical integration" which should pay off once consumer demand is strengthened. BTW, SanDisk seems to have abandoned NOR altogether. It seems that data storage is now front-and-center, while code storage applications have taken a back seat. Perhaps the memory densities where SanDisk now accels are no longer suitable for smaller, code storage applications. Aus

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next