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Technology Stocks : WDC/Sandisk Corporation

WDC 163.00

-0.4%

Nov 7 9:30 AM EST

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To: wily who wrote (12697)	7/8/2000 11:32:56 PM
From: Ausdauer	Read Replies (1) of 60323

Wily, excellent points. I had the same questions as you raised. The last SSTI c.c. was informative, but I left with the understanding that 16Mbit was their maximum flash density. I wonder whether they are working on a prototype through a foundry partner such as Intel or NSM. I was surprised that there already is pricing mentioned. As I said earlier, the Tower Semiconductor MicroFlash technology from Saifun is appealing to SanDisk and the investment is not only intended to support of the physical plant (which is an 8 inch wafer fab), but an even stronger endorsement of the technology. The need to incorporate flash within the SDMC controller is apparently critical and SanDisk may not have the technology to carry this out successfully on its own. Eli hinted that the Saifun technology had certain advantages over SuperFlash as long as endurance was not a mission critical feature. I wonder if SSTI has a hidden partner in their current efforts. In any case the article that I linked indicated that they are going after the set top box/thin client market which is not currently a market SanDisk serves. This is realy the domain of M-Systems/FLSH. Also the claim that embedding flash at $110 per chip (presumably 64MB capacity) adds value to a device like a digital camera is hogwash. It puts the entry price of the device out of the reach of the consumer. Flash memory cards are portable and inexhaustible. It is a one-time investment that follows the consumer as they upgrade to the next device of choice. There is also cross-platform compatibility that adds value to the cards. To permanently embed 64MB or more of flash in a digital camera and then have it shelved when the consumer advances to the next generation of high resolution imaging makes no sense to me. The consumer ends up shelling out more cash for flash each time they buy a new device or upgrade an outdated device. Just my 2¢ Ausdauer

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