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Technology Stocks : WDC/Sandisk Corporation

WDC 140.23

-8.9%

3:59 PM EST

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To: NHP who wrote (6073)	6/19/1999 11:48:00 PM
From: Ausdauer	Read Replies (3) of 60323

NHP and Thread, A lot of hype here for the IBM microdrive. I still find it annoying that this product has not been tested in the hands of the consumer. It kind of reminds me of the old Samsonite commercials where the luggage is "handled" by a gorilla at the city zoo. Also, I am aware that some Calluna card users have had problems with bad sectors and corrupted images when this product is used in digital cameras. I am not saying it is a common problem, just that reports are starting to trickle out. Currently the 48 MB CompactFlash sells for less than $2.00 per MB and I think that $1.50 per MB is not that far off. At that price flash memory will be tough to compete with. It will be interesting to see if camera manufacturers will begin switching to type II CF+ slots for future generations of cameras. Recall that CF type II will lead to substantial increases in capacity for SanDisk given the fatter form factor. Here is the story... IBM's Tiny Storage May Threaten Flash Memory (06/18/99, 7:46 p.m. ET) techweb.com "On the surface, the Microdrive would seem to compete directly with flash memory, especially since it conforms to the CF standard's physical dimensions..." This is not true currently. "A spokesman for Sunnyvale, Calif.-based SanDisk said a 192-MB version of the CompactFlash card will ship this fall." The MMC card is expected to reach upto 128MB in 2000. Ausdauer

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