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Technology Stocks : WDC/Sandisk Corporation
WDC 163.61+2.2%Nov 6 3:59 PM EST

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To: Ausdauer who wrote (13176)7/21/2000 12:37:57 AM
From: thecalculator  Read Replies (2) of 60323
 
<<Bin Yeh stated that Bluetooth applications and ATA compatible embedded flash together are going to walk away with the flash card market.>>

What Mr. Yeh is probably inferring is that the removable flash card will become passe', if not considerably less convenient, in a future with further confluence of Moore's and Metcalf's Laws, and greater wireless bandwidth. Is it not reasonable to expect the brunt of storage needs for PDA's/cameras/ etc. in the future will occur on the network, with the on-board solid-state memory remaining fully embedded...acting as a (rather large) cache? At least there would be less likely the chance of someone fumbling their whole address/telephone book down a sidewalk crack.

<<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.>>

For one thing, I think it means Eli is hedging his bets...by investing in Tower.

thecalculator
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