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Technology Stocks : WDC/Sandisk Corporation
WDC 163.00-0.4%Nov 7 3:59 PM EST

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To: gdichaz who wrote (8103)11/13/1999 8:42:00 PM
From: NY Stew  Read Replies (3) of 60323
 
To Anyone,

Why is there so little discussion on this thread concerning the multi-level cell and Sandisk's superior IP in this area? Eli's move to the MMC format has/will effectively close the door to mechanical drives and it is my opinion that his intelligent cell vision will close the door on all competing non-volatile memory technologies.

The biggest recent news IMO was the DD write-speed enhancement and the multi-level cell IP acquisition. I am somewhat puzzled at the amount of discussion or lack thereof that these events have received. My sense is that Eli has a telescope on his desk as well as microscope.

Regards
Stew
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