WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 159.98

-2.2%

2:34 PM EST

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To: Ausdauer who wrote (12715)	7/9/2000 10:36:39 AM
From: wily	Read Replies (2) of 60323

Ausdauer, I have no idea how SSTI managed to label both the flash and the microcontroller with their corporate logo. It was my understanding that they purchased stand-alone flash from other suppliers I'm curious how you got that impression -- maybe it was just a guess? Not that I know better! But, from their website description, it sounds like they are using their own technology: "SST’s CompactFlash cards leverage the company’s patented ATA controller technology and flash memory design expertise to offer unprecedented read/write data transfer rates to the flash memory. As a result, the sustained write performance of the cards, up to 1.4 MByte/sec, is the industry’s fastest." ssti.com They say basically the same thing in their 10K. evaluated so intricately by Wily Just trying to be polite... Have others been to their local electronics retailers lately to look at the CompactFlash displays? I was at a professional photographic store yesterday and they sold only Sandisk CF cards. Largest on their rack was 128MB -- I didn't see the price. For the smaller ones they were getting about $3/MB. How is IBM going to compete with this technology? I think that they think they will eventually be able to make super-dense (possibly stackable on-die) magnetic memory. Not sure what their time-table is. BTW, my opinion in a previous post that SNDK will do well as long as margins are sustained is said with the caveat of the ever-present risk of an OUM announcement. Zeev is welcome to his opinions, and I am not able to refute them as yet, but I am also not convinced (or even slightly swayed -- but curious enough to check them out) by them and I'm not sure that I'm the only one who has homework to do. wily

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