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Technology Stocks : All About Sun Microsystems
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To: Steve Lee who wrote (40509)1/18/2001 4:52:19 AM
From: QwikSand   of 64865
 
I loaded up on SNDK in the teens. It seems to me, a non-professional amateur investor who doesn't know sh*t, that it's a no-brainer. I also bought some STEC right after it IPO'd. That may come back to bite me, but a flash shortage is a flash shortage.

Do any photography? I'm a Canon devotee. Canon is coming out late this year with the EOS 1D, a digital camera based on their current flagship pro camera body with a full-frame 35mm CMOS sensor that will put out 10-12MB image files (it's 6 or 7 megapixels or summat). That's a leading edge device...those ultra-sharp, high-res CMOS sensors are going to drop in price like rocks, and there's simply not going to be enough flash to go around. That's forgetting about MP3 players and PDA's and e-books and Steve Ballmer's ankle bracelet and whatnot.

I do see one danger to flash: that IBM and others will keep increasing the capacity and lowering the power of those CF-form-factor microdrives. They've already got a 1GB one for $500 that consumes less power than the original 340Mb version. Power consumption is still too high compared to flash, but batteries keep getting a lot better too. How is flash going to keep up on the capacity front for many of these devices? This is the danger.

--QS
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