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Technology Stocks : WDC/Sandisk Corporation
WDC 169.99-2.4%3:59 PM EST

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To: DukeCrow who wrote (11994)6/16/2000 6:43:00 AM
From: Ausdauer  Read Replies (2) of 60323
 
I think you'll always need some sort of temporary storage media. It would be too taxing on the infrastructure to download and upload images all the time.

Ali, I am with you 100%. Nobody is going to trust their photos to a wireless connection into cyberspace. Also, the ISP's are going to get blow away with people accessing the network and uploading large packets of data such as digital photos. Some on the Yahoo! thread have carried a "wireless conquers local storage" campaign using Bluetooth as a vehicle. Even if you start looking at the early descriptions of Bluetooth's applications you will see it is designed for "PAN's" or "personal area networks" within your home. I suppose you could have a PAN between a digital camera and a storage device you wear on your body. (Let's say it was a 10 gigabyte flash memory drive that you wear on your waist.) I would worry about the long term effect of the energy from radio frequencies so close to your face. Also, it requires the consumer to carry two devices, not just one. Lastly, the storage device would likely still use flash in some form.

There is a good summary of the handheld market in this month's Red Herring which I have read in its entirety. I plan to post selected passages here over the weekend.

And don't forget, if cards drop in price enough, you'll have people giving, trading, borrowing cards from friends to exchange photographs, music, and videos (eventually).

Again, I think we are on the same wavelength here. SanDisk is planting a seed in the mind of the consumer. That is, CompactFlash will be affordable enough to allow multiple attachment rates. The multipack idea is a great one. It reminds me of the gig-o-color Zip packages where you talk yourself into buying 10 x 100MB Zip discs rather than a 3 pack. The other analogy I wish to make is the Swatch Watch parallel. If you make CompactFlash sexy enough (and there are MANY ways to do this) you can imagine people buying multiple cards for various applications, various moods and styles,... Storage is very personal and people will respond to ways of personalizing flash cards. It comes down to marketing (creating a market where one currently does not exist) and cost (the notion of "market elasticity" which Eli has been promoting).

Aus
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