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Technology Stocks : WDC/Sandisk Corporation

WDC 174.21

+6.9%

Nov 10 3:59 PM EST

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To: Allegoria who wrote (12465)	7/3/2000 11:11:34 AM
From: wily	Read Replies (1) of 60323

Eric, I found your link to the SSTI white paper very informative regarding Flash construction and operation differences. My question would be, why hasn't SSTI, if they have such a powerful advantage with their design, attacked the card market more aggressively? The article claims that manufacturing efficiency is the number one determiner of cost -- but that's simply not true. Bit density can have an overwhelming effect on cost: I don't know quantitatively what the difference is, but NAND Flash is supposed to have a slightly smaller cell size than NOR Flash. I think that NOR is typically 12L^2, where L = photolithography limit, eg., .18um I'm guessing that for NAND cell size = 10L^2. Next, NAND producers are able to do 2 bits/cell at a 30% cost penalty, which gives them an effective cell size (factoring in the cost penalty) of about 7.5. That is a huge advantage over NOR if NOR can't do multi-level cells. So, that is a major omission from SSTI's analysis in their white paper. wily

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