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Technology Stocks : WDC/Sandisk Corporation

WDC 187.68

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3:59 PM EST

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To: Zeev Hed who wrote (10221)	4/8/2000 7:33:00 PM
From: Ausdauer	Read Replies (1) of 60323

I think Rocky hit the nail on the head regarding OEM costs and selection of removable storage media. Zeev, you stated... Why would a miniature optical medium require a drive, one could have a "tiltable mirror", or even an array of tiltable micromirrors (TI's technology) to read and write on the disk without actual mechanical rotating drives. Zeev, I am also no expert in this area, but I thought that most optical media require a heat or polarizing source to change the state of the medium and encode (write). Wouldn't your mirror system only work in a read-only environment? Also, as Rocky points out, the DataPlay system, in a manner similar to Clik!, requires OEM's to absorb or pass on to the consumer the cost of a motor drive. The real estate required for the drive and any heat generated from the rotation of the media also create design problems. Several months ago we talked about the fact that accomodations for the IBM microdrive was being dropped out of various products. I believe the Olympus C-2500 and the RCA Lyra were the notable omissions for IBM. Now I learned that Casio is bundling their newest 3.4 megapixel camera (Casio QV 3000) with a 340 MB microdrive. The retail price is $999.99 and I have not seen the camera sold sans the IBM microdrive anywhere. In effect, Casio priced itself out of the reach of many consumers when it could have easily purchased a couple thousand gross of 16 or 32 MB of CompactFlash cards at a fraction of the cost and allowed the consumer to determine which media (microdrive vs. CF type I or II) would best suit their budget. Somehow eliminating choice (read: forcing someone to purchase the microdrive or forcing someone to subscribe only to the Sony school of flash memory (Magic Gate)) from the consumer seems a bit counterproductive. Please take the time to read these brief posts from several months ago regarding these very issues... Olympus C-2500 (also, the "See the Big Picture!" motto appears here) Message 11577288 RCA Lyra (read both posts) Message 11466500 Message 11630224 IBM microdrive bench testing Message 11577306 The bottom line is that the empty CF parking garage is like a $2.50 item for the OEM and it carries a low profile. The only cheaper parking garages out there are for the SDMC which list at only 50½ each in large volume or about the equivalent price of a toll token on the NJTP. Message 13115566 Ausdauer SanDisk...Seeing the BIG picture yet?

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