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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Ausdauer who wrote (25104)5/21/2000 10:31:00 AM
From: voop  Read Replies (1) of 54805
 
HI Ausdauer

Give us your spin on why SNDK and not SSTI, who has some impressive licensees of their own:

Headquartered in Sunnyvale, SST designs, manufactures and markets a diversified range of nonvolatile memory solutions, based on proprietary, patented SuperFlash technology, for high volume applications in the digital consumer, networking, wireless communication and Internet computing markets. SST's product families include high-functionality flash memory components, CompactFlash card mass storage products and 8-bit microcontrollers with on-chip flash memory. SST also offers its SuperFlash technology for embedded applications through its world-class manufacturing partners and technology licensees IBM, Motorola, Samsung Electronics Co. Ltd., SANYO Electric Co., Ltd., Seiko Epson Corp., TSMC-Acer Semiconductor Manufacturing Co. (TASMC) and Taiwan Semiconductor Manufacturing Co. Ltd. (TSMC). Further information on SST can be found on the company's website at ssti.com.

0r FLSH with its Disk on chip

DiskOnChip is ideally suited for embedded applications, such as vehicle terminals, because it provides rugged, field upgradeable local storage. It is a cost-effective, low power, plug-'n-play and easy to integrate flash disk. DiskOnChip is also an ideal solution for Internet access devices (including set-top boxes, Web phones, car PCs and handheld Internet access devices) and network terminals. The newest DiskOnChip product, the DiskOnChip Millennium, is the smallest flash disk in the world. EE Product News recently named DiskOnChip Millennium "Product of the Year 1999" and Electronic Products magazine listed DiskOnChip Millennium among "The Editor's Choice of Outstanding Products" in December 1998.

About M-Systems Flash Disk Pioneers Ltd.

M-Systems Flash Disk Pioneers Ltd. (Nasdaq: FLSH) is a leading developer, manufacturer and marketer of innovative data storage products, known as flash disks, that are primarily used in Internet appliances, network infrastructure equipment and other embedded systems. The company's flash disks provide the functionality of a mechanical hard drive on a solid-state silicon chip. M-Systems was first to bring to market a complete flash disk in a single die using breakthrough DiskOnChip Millennium technology. The company's products are based on its patented TrueFFS technology, and include the DiskOnChip and Fast Flash Disk (FFD) families.


m-sys.com./partners.asp

Thanks for the conference call notes, BTW.

Best

Voop
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