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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: Craig Freeman who wrote (12708)	7/10/2000 9:08:18 AM
From: Allegoria	Read Replies (1) of 60323

This argument has been discussed before. At the risk of drawing the same wrath you showed for Larry (http://www.siliconinvestor.com/readmsg.aspx?msgid=14014326), maybe I can add slightly to the discussion. From what I have found, SSTI does not have a problem scaling down to smaller sizes. The ability to scale is one of the strengths for the SuperFlash technology. According to SSTI & IBM, a 40 percent reduction in the size of the SuperFlash® cell has just been accomplished. Previous statements by management indicate they feel the progression to smaller and smaller die casts are a major reason why SuperFlash is so economically viable. By SSTI's own words, they expect: "a very fast migration path to cutting-edge process geometries of 0.13µ and below. Shipments of the 0.18µ self-aligned SuperFlash® cell are expected early next year." I think this announcement by SSTI (http://www.ebnonline.com/story/OEG20000707S0015) shows one point very clearly. In earlier posts on this thread, much discussion centered around how SNDK and the other producers of higher density flash (INTL, AMD etc.) would eventually (when a dearth of high density flash emerged) enter the low-density market place and crush SSTI. A simplistic summation of my perspective was that this was fallacious - it was much more likely that SSTI will move up into the higher density market than SNDK or the others will move to producing low-density flash. This announcement is exactly the type of action that I was alluding to…although I think Aus is correct in seeing this product announcement more of a competitive threat to FLSH than SNDK. Good luck to all, Eric

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