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Technology Stocks : WDC/Sandisk Corporation

WDC 157.75

+0.4%

Nov 14 9:30 AM EST

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To: Tumbleweed who wrote (12580)	7/6/2000 9:47:21 AM
From: Ausdauer	of 60323

PDA Wars...it is so reminiscent of the digital camera wars just a few years back. Message 14000049 Many analysts had expected that Palm would settle on the CompactFlash format and were surprised by the Santa Clara, California-based company's decision to used the SD card format. However, Alan Kessler, chief operating officer at Palm told ComputerWire that the company has entirely rejected a generic industry consortium-developed interface which it might have used for its devices: "we're not going to support CompactFlash, no way." He described the CF specification as an old technology and said that the postage stamp size SD cards offered the "smallest, most elegant solution." He also dismissed the possibility of the SD card format not being well supported by the industry. "Look at the companies behind it," he said. Matsushita, SanDisk and Toshiba originally developed the SD specification. Scannell thinks that Palm's 70% or 80% share of the handheld market will mean that SD cards will get accepted as the industry standard. However, Gold claims that CompactFlash is already well on the way to becoming a de-facto expansion slot in the mobile market as it already used by Compaq and HP in their Microsoft Pocket PC devices, as well as by Palm licensee TRG Products and most notebook PC manufacturers. "There's so much stuff out there already," Gold said, noting that you can buy CF modems for handhelds today. Palm is expecting to launch peripherals and memory cards using the SD format early next year. My final take on this is as it has always been... ...the biggest threat to CF is SDMC/MMC. Let the games begin. Ausdauer

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