WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 163.00

-0.4%

Nov 7 9:30 AM EST

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To: Jason Rooks who wrote (13357)	7/27/2000 1:58:32 PM
From: Starlight	Read Replies (2) of 60323

I just listened to the interview with the CEO of SSTI on CNBC. Bill Griffith's intro remark that SSTI makes flash memory found in cell phones, digital cameras, etc. did not mention anything about how this FM differs from the removable flash memory used in these same devices. Anyone not familiar with the different types of FM would assume that SSTI makes the same type of FM that SNDK makes. CNBC stated that SSTI's biggest competitors were Atmel and Intel, however the CEO of SSTI said that 70% of their sales were to Asian companies, and they are going into higher density devices, so that competition is narrowing. He also said they are seeing NO slow-down in demand for FM. Here again -- no mention was made of the differences between removable and embedded flash memory. Betty

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