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Technology Stocks : WDC/Sandisk Corporation

WDC 139.09

-0.8%

Nov 21 9:30 AM EST

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To: A.J. Mullen who wrote (7685)	10/15/1999 2:42:00 AM
From: Derek C.	Read Replies (2) of 60323

A.J. As you know some of the largest manufacturers of cellular phones are members of sandisk Multimediacard association(www.mmca.org). The growth potential for cellular phones are explosive. I am a cellular phone user and like you I had trouble appreciating the need for large flash in these gadgets. There is a push in the Telecom Industry to push the cellular bandwidth to a much higher rate. W-CDMA or G3 are among such initiatives which include all the major players (Qualcomm, Ericsson, Nokia, Moto, DoCoMo). I don't know if you have travelled to Europe or Japan/Asia within the last two years. Cellular phones are much more commonly used in other countries. These users are demanding many features for their phones(smaller size, PDA functionality etc.). We are seeing many attempts at combining "dumb" cell-phones with PDAs(Personal Digital Assistance). Motorola has purchased Starfish, Qualcomm introduced QFone with PalmOS. Nokia has many advanced combo(cell-phone/PDA) models including 9110 with MultiMediaCard. 1. The current models of phones in US are dumb cellular phones with no Operating System. Currently most of the major players are working with Operating System vendors such as Microsoft (Win CE) , Palm(3Com), Symbian, Geoworks or others. Operating Systems needs to be stored somewhere and store data and database. 2. There is another industry initiative to view HTML documents using phones. These new standards filter the graphics to a format that can be viewed using cellular phones. This requires additional temporary storage(i.e. Cookies, Temp/cache files). A user may want to store these pages locally similar to our PCs. 3. Applications As you mentioned there are some applications that can enhance the functionality of these phones. I can think of several others such as : A. Maps B. Voice Storage C. E-mail messages D. MP3 Cheers, Derek

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