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Technology Stocks : WDC/Sandisk Corporation

WDC 139.09

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Nov 21 9:30 AM EST

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To: Sam who wrote (6901)	9/7/1999 9:19:00 PM
From: Ausdauer	Read Replies (1) of 60323

Sam and Thread, The 03SEP99 Marketplace section of the WSJ had a feature article on commercial applications of flash memory. They had a large photo with the various memory solutions including a CompactFlash card with a PCMCIA adapter (PNY brand!?!), a memory schtick, 3 SanDisk MultiMedia Cards, an Olympus "Camedia" brand Smart Media card and an IBM microdrive. The article suggested that a clear favorite has not developed and that manufacturers aren't close to the ideal yet, but they are moving in that direction with various digital storage devices, including higher-capacity floppy disks, ultra-tiny hard drives and plastic-coated memory chips that look like sticks of gum. The author lamented about cost considerations, capacity limitations and the poor audio quality of mp3 (and the threat of broadband or wireless technology???). ====> (The notion of rugged, portable storage never crossed the author's mind.) The article also mentioned that removable media has to fall to the range of 10 cents per megabyte to compete with standard memory solutions. ====> (I still subscribe to the Willie Wonka School of Flash Memory which equates a CompactFlash card to the confectionary innovation known as the *The Everlasting Gobstopper*. A moderate capacity CompactFlash card represents the last roll of digital film one would ever have to purchase and is an exceedingly good value even at today's prices.) The author clearly does not have a comprehensive understanding of the usefulness, potential applications and efficiency of flash memory in the digital age. Again this recurrent theme of undereducated journalists writing about subjects beyond their ken emerges. (Just like the NY Times article last Fall that left out SanDisk completely from the story except for a few token lines buried in the final paragraph.) No doubt the same ignorance that lead them to select PNY as the apparent market leader in Compact Flash sales. Give me a friggin' break. Ausdauer

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