WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 221.51

-0.3%

Jan 16 9:30 AM EST

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To: Craig Freeman who wrote (10236)	4/10/2000 10:15:00 AM
From: Ausdauer	Read Replies (4) of 60323

Competing Technologies which may dethrone SanDisk. I read the following statement in the SSTI registration statement from February 24, 2000... All of our products as well as all new products currently under design, are stand-alone flash memory devices or devices embedded with flash memory. A memory technology other than SuperFlash may be adopted as an industry standard. Our competitors are generally in a better financial and marketing position than we are from which to influence industry acceptance of a particular memory technology. In particular, a primary source of competition may come from alternative technologies such as FRAM devices if such technology is commercialized for higher density applications. To the extent our competitors are able to promote a tecnology other than SuperFlash as an industry standard, our business will be seriously harmed. I have no expertise at all in this field, but did excerpt the following from RMTR's annual report... Message 13344014 Also, I expect Uncle Eli will at least give us a some forewarning as soon as FRAM shows up in this rear-view mirror. For the time being it appears SanDisk has a "headstart" on FRAM competitors in portable consumer flash devices. And it is always dangerous to give headstarts to world class competitors. Ausdauer

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