WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 173.61

+6.5%

12:23 PM EST

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To: wily who wrote (12793)	7/11/2000 9:49:51 AM
From: Ausdauer	Read Replies (1) of 60323

Gentlemen, the company continues to pursue alternate sources for programmable microprocessors. This comes on the tail end of the Tower Semiconductor announcement... biz.yahoo.com I suspect these controllers may be combined with the MicroFlash technology in the future. SDMC will require much more in the way of flexibility and programmability. The controllers are becoming increasingly more complex given the additional functionality added to the cards. I think SanDisk's central position in the promotion of SDMC will lead them first to the technological hurdles that must be cleared and give them the chance to extend their lead over competitors. I remain doubtful of SSTI's single-chip claim. Eli showed a very interesting slide at the meeting in May of this year. It was a photograph of the footprint of a standard flash memory array next to an MLC-based flash array. Although the bits per cell doubles, the added complexity of the portion of the chip dedicated to addressing the flash array was evident by the much larger foot print needed to detect multiple electric potentials (rather than just ground and a single level). Perhaps someone could comment as to whether the logic of the microcontroller could be added to the already complex architecture of an MLC chip. It would seem that the logic and memory storage applications would need to share many layers of compatibility within the masked layers for this to be possible. The question of whether a single-chip solution is desirable and cost-effective also comes into question. I suspect, but cannot prove, that SanDisk will continue to develop the paths to gigabit density MLC-based storage flash and higher order controller functions as separate entities. The latter seems to be dependent on engineering contributions beyond SanDisk's current level of expertise. All supposition and MHO... Ausdauer

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