WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 156.15

-4.6%

10:45 AM EST

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To: Michael Kim who wrote (13113)	7/20/2000 8:33:02 PM
From: Ausdauer	Read Replies (2) of 60323

I listened to most of the SSTI conference call. We are talking 2Mbit and 4Mbit products folks. There is no conceivable mechanism by which they can produce a cost-effective 64 MB embedded flash disk (ADC) with their current technology. Again, ACER is not know as a flash memory heavyweight. Bin Yeh stated that Bluetooth applications and ATA compatible embedded flash together are going to walk away with the flash card market. He also stated that the ADC product we have discussed here will be made from their proprietary controller technology utilizing Superflash and "commodity flash components". I think we all know what that means. Talk about the coal calling the kettle black. Also, SSTI is going to higher density flash...8Mbit, maybe 16Mbit. I am shaking in my boots. Don't know how Eli sleeps at night. Aus

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