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Technology Stocks : WDC/Sandisk Corporation

WDC 179.95

-0.8%

3:39 PM EST

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To: Allegoria who wrote (13201)	7/27/2000 11:35:18 AM
From: Ausdauer	Read Replies (1) of 60323

The SSTI embedded ADC disk drive... ...will use NAND flash from sources like "Toshiba and Samsung" and the assembly will be contracted out to Apacer. SuperFlash is used in the controller. This information was confirmed with the company. The SSTI ADC product will compete with FLSH's DOC and the manufacturing arrangements seem similar. FLSH uses Toshiba primarily for the NAND storage component of DOC based on my recollection from a review some time ago. I think a similar argument can be made for the SSTI CompactFlash cards. I suspect these are also NAND-based products. The logic of the FlashVision LLC investment is clear. Ausdauer SanDisk...See "The Big Picture" come into focus.

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