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Technology Stocks : WDC/Sandisk Corporation

WDC 157.75

+0.4%

Nov 14 9:30 AM EST

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To: Gary Spiers who wrote (7926)	11/1/1999 12:30:00 PM
From: Artslaw	Read Replies (1) of 60323

Based on the replies I have received it is clear to me that flash is too expensive and too slow to be used in place of DRAM in the application I mentioned. *I am glad that someone interpreted my brief statement in the manner I intended :-)* Well, then, just to make sure we are not all in agreement, Flash memory, if it actually had the same sales volume and thus was produced in greater quantities, would actually be cheaper than DRAM. The cells are smaller than DRAM, even when taking the programming logic overhead (also, DRAM has refresh logic taking up space as well), so the die would be smaller, hence cheaper per bit (possible, though, that additional processing steps might come in to play). This was pointed out years ago at some flash conference I attended (with the panalists lamenting that most research money was going to DRAM rather than flash due to the much larger profit potential). Steve

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