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Technology Stocks : WDC/Sandisk Corporation

WDC 163.61

+2.2%

Nov 6 3:59 PM EST

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To: Sam who wrote (9490)	3/6/2000 7:51:00 PM
From: Ausdauer	Read Replies (2) of 60323

Sam, Solectron may be suffering due to the lack of flash. Flash appears to be the "rate-limiting step" due to its relative scarcity right now. The beauty about SanDisk is that they allow manufacturers to design in slots, rather than wait for flash to become available. I think the SIII announcement is interesting because Diamond Multimedia could essentially produce a product with no embedded flash, reduce production costs, avoid production delays and point consumers in SanDisk's direction for flash memory cards. If I recall correctly the Rio! 500 has 64MB of on-board memory with an additional capacity for 32MB with a SmartMedia card. The cost of that embedded flash has to add significantly to the cost of the device. Including a token amount of SanDisk memory in the form of MMC or CF will rapidly expand the consumer base. It seems that there will be a huge void to fill in the removable memory market and SanDisk will be throwing in shovel-full after shovel-full to try and feed this beast. It will make the digital film market seem like a drop in the bucket, IMHO. Ausdauer ($125 and change)

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