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Technology Stocks : WDC/Sandisk Corporation

WDC 163.00

-0.4%

Nov 7 3:59 PM EST

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To: Allegoria who wrote (12966)	7/17/2000 9:26:53 AM
From: Ausdauer	Read Replies (1) of 60323

Eric, Again, the ADC project seems to impact FLSH more than SNDK for reasons I have already given. The author of the article you posted feels the same way... Silicon Storage Technology (SST) (408-735-9110) was showing off samples of their new ATA-Disk Chip (ADC), which they announced to the world on Monday. The device, which looks a lot like M-Systems DiskonChip memory device, is actually quite different. According to Sam Nakhimovsky, the ADC utilizes SST’s SuperFlash technology and standard ATA/IDE protocol to provide the same functionality and compatibility as a conventional IDE hard disk drive. The new device has a built-in microcontroller and file management firmware that supports the standard ATA protocol, meaning the host system, whatever that may be, does not require any additional or proprietary software such as a Flash File System (FFS) or Memory Technology Driver (MTD). The question that remains is whether embedded solutions will obviate the need for removable memory. Based on your posts here I guess it is a safe assumption that you believe the embedded solutions mentioned are a threat to SanDisk. This may be a concern down the road, however even SSTI's Nakhimovsky has (unintentionally) offered several reasons why SanDisk's products are preferrable to embedded flash memory. Message 14015653 Finally, you still haven't told us who is making the 64MB of flash for the ADC solution and whether or not the SSTI product is a "single-chip" solution as they indicated in the original press release a few weeks ago. Although ACER may have a significant capacity for semiconductor manufacturing they don't have a presence in the ultra-high density flash memory arena. Will ACER get SSTI to the 512Mbit flash densitites and beyond? Aus

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