SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : WDC/Sandisk Corporation
WDC 168.29-1.0%1:14 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Artslaw who wrote (8043)11/9/1999 2:13:00 PM
From: StockHawk  Read Replies (1) of 60323
 
From John Dvorak's on-line column:

"The battle between the two flash memory formats for digital cameras seems to be coming to a head or getting more complicated, depending on how you look at it. Sony added its proprietary memory stick to the fray, which I believe will eventually become the Betamax to Compact Flash's VHS. The odd man out may be the little Smart Media card. Agfa is abandoning Smart Media in favor of Compact Flash, and the newest offering from Olympus (the real force behind Smart Media) has two slots, one for Smart Media and the other for Compact Flash. If Olympus eventually bails out, then Smart Media will be dead."

And from his column in PC Magazine 11/2/99 (print edition)

"The huge demand for digital cameras at higher pixel resolutions has swamped the flash memory makers. According to Semico Research, the growth of flash is phenomenal, and it will be a $6 billion market by the end of next year! Manufacturing lead times are as high as 26 weeks, with most makers sold out for the rest of the year.

Semico sees a market growth pattern that looks to be doubling every 3 years. This projection may be conservative...Finally, lets not forget the potential new uses of flash memory...The way I see it, and the way things are going, this is going to become a serious long-term problem."

Note: for holders of Sandisk stock - replace the word "problem" with "opportunity"

StockHawk
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News