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Technology Stocks : WDC/Sandisk Corporation
WDC 163.00-0.4%Nov 7 3:59 PM EST

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To: Allegoria who wrote (12443)7/2/2000 1:18:15 PM
From: Art Bechhoefer  Read Replies (2) of 60323
 
Eric, thanks for the great details comparing SSTI and SNDK.

I don't see the Microdrive as even being competitive with compact flash. The two products aim at different markets. Can you imagine anything more ridiculous than a Canon digital Elf with a Microdrive and an extra battery pack as large as the camera? A large capacity Microdrive could certainly attract those who wish to combine the camera and video functions, but that is a different market from digital still cameras. Clearly small size, long battery life, and high resolution are design objectives in the latest cameras coming on the market. A small camera with a Microdrive would be inconsistent, to say the least.

On the question of whether SSTI and SNDK could end up competing for similar markets, I can certainly see that possibility. But doesn't the market for SSTI consist more of embedded flash applications? Seems to me that removable flash cards, whether CF, MMC, MemoryStick, or Smartmedia, aim at a slightly different market. Can they overlap? Probably, but at the moment I don't see any overlap.

Art
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