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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: John Stichnoth who wrote (7929)	11/1/1999 8:12:00 PM
From: Artslaw	Read Replies (1) of 60323

Steven, Re DRAM vs Flash-- But, I thought one of the advantages of dram over flash is its speed (part of the statement you quote). Are you suggesting that flash might compete with dram on speed, if proper research dollars were supplied? No, I was just including the previous quote. I was only addressing the cost issue--flash could be cheaper due to cost per bit. I don't think the writing could ever be faster than DRAM, but the reading could (assuming a single bit stored per gate). PS--I don't think the cost issue is critically important; if it adds function people will buy it, and manufacturers will ramp production to optimize unit costs When it comes to flash versus DRAM, we have to think in terms of billions of dollars of sales. To switch a DRAM fab over to a flash fab is a huge economic decision, and as long as DRAM is selling in massive quantities (compared to Flash), the revenue is still much larger, even if Flash has a higher profit margin. When the revenue is huge, then the research will continue in that area to improve the profits. I don't think flash revenues are even 5% {pulled number out of the air} of the DRAM revenues. Steve

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