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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: NHP who wrote (28056)4/27/2005 7:13:32 AM
From: limtex   of 60323
 
NHP - Funny but I'm prejudiced against a movie camera that doesn't look like a movie camera<g>.

There was some discussion last year about the speed that CF can capture data at that may affect what kind of video the CF based movie cameras can deliver.

Can they for instance deliver the same qualtiy video as current MinDV movie cameras. I am afraid that the standards involved as just above my ready comprehension level but there may be others around who can explain that to us.

It is however crystal clear that if we can get equal video quality then:-

1. Tape is going the same way as film probably within say three years.

2. Video cameras are going to get cheaper by an order of magnitude as the most expensive bits are the tape transports.

3. Video cameras are probably not going to look like what we have become used to becuase tape was very much like film and the same design style worked for both but this does not apply to CF based video cameras.

4. Movies use up prodigious amounts of memory..far more than still shots.....ie an order of magnitude increase in demand for CF.

5. Even better that 4. above people will need to carry some spare CF modules when taking video becasue it always takes more than you thought it might.

6. Since these devices are smaller lighter and easier to use than tape of film people will use their video cameras much more than was previously the case...just becasue it has become so easy just let it run..indeed that should be Sandisks motto...Just Let It Run.

All of this adds up in my view to good news for the CF business. I hope SNDK is working on some nice patents especially for cf based movie cameras.

Best,

L
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