WDC/Sandisk Corporation Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : WDC/Sandisk Corporation

WDC 163.61

+2.2%

Nov 6 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: thecalculator who wrote (13197)	7/21/2000 9:31:45 AM
From: Ausdauer	Read Replies (3) of 60323

Bin Yeh's remarks... "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." Dr. Yeh's remarks suggest that the high density components they need for the ADC product (similar to FLSH's situation and reliance on Toshiba) are "commodity" items. That is like coal calling the kettle black. If there was any uncertainty at all about the distinction between "commodity" and the Gorilla Game term "commoditization" I think SanDisk settled the issue emphatically with the earnings report this week. It is much to early to start sweating embedded applications and Bluetooth. The infrastructure for Bluetooth will require consumers to make significant upgrades in their home PC's. Embedded applications will increase OEM costs and decrease consumer purchasing power and interest. Some of these issues are even covered in no uncertain terms in Nakhimovsky's piece linked earlier from the SSTI website. Consumers want personal data on visible removable media with a tactile confirmation of security, not in some "black box" embedded chip with a tempermental wireless connection. Ausdauer

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next