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Non-Tech : The New Iomega '2000' Discussion Group
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To: Rocky Reid who wrote (1993)7/28/1999 5:02:00 PM
From: D.J.Smyth  Read Replies (2) of 5023
 
since you're a flash "expert" Rocky, tell us why SSTI with the Q agreement today is not a better buy than SNDK at the current market cap to sales ratio. SSTI has 1/2 the revenue of SNDK yet 8.5X less marketcap. Yet's it's SSTI's superflash that is being considered by Q and ERICY (among others) for inclusion in a few cell phones. Although SSTI has had losses primarily due to development costs, compared to SNDK's gains, given today's announcement you'd think SSTI has a chance of getting into the more abundant mobile phone market, i.e., it would be my personal assumption (although not backed up with significant research here)that whoever wins the mobile phone market would be a stronger flash entity than that entity which wins the camera market (as in SNDK). The reason is that mobile phones lend themselves to the need for a memory device, like flash (or clik!), whereas with digital cameras, flash has been a luxury item. The mobile phone is a necessary item in today's business market. The digital camera has limited business presence. So, SSTI's work with Q seems promising for them.

The market is clearly putting a significant premium on the inclusion of the "drive" for SNDK et al (even though the drive mechanism is relatively inexpensive), yet disregarding the cost of the medium which is relatively costly.

In IOM's case the cost of the clik! drive is relatively expensive and the medium is sigificantly cheap.

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