SI
SI
discoversearch

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 158.95-2.8%10:28 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Ausdauer who wrote (13402)7/31/2000 6:47:08 PM
From: hueyone  Read Replies (1) of 60323
 
Aus wrote: I think the fact that the SSTI ADC uses off-the-shelf ultra-high density NAND flash (as does FLSH's DOC) indicates SanDisk's advantageous position. Should SanDisk see their flash card business eroded by embedded applications they could easily migrate to embedded products. They have all of the pieces of the puzzle available to them and could easily position themselves as a low cost producer.

Aus, as you know, the ADC chip will be a single module combination of both high density NAND type flash and low density NOR type flash. While SSTI does indeed purchase the NAND flash component off the shelf from Samsung and Toshiba, SSTI will produce the embedded controller of this single module device using its patented NOR type Superflash technology. The controller, like other low density NOR flash produced using SSTI's patented Superflash technology, will be a high margin item for SSTI.

I suspect the conclusion that SNDK has all the pieces of the puzzle and could easily position itself as a low cost producer in this embedded market segment is not a given. If SNDK were to enter this market, they might end up purchasing the low density controller component from SSTI, just like SSTI is purchasing the high density NAND component of the modules from Samsung and Toshiba.

Having said that, I don't see SSTI's ADC chip slowing down SNDK's removable flash card business any time in the near future. I also don't see any competitor eroding SSTI's core business of low density NOR type flash and embedded controller chips any time in the near future. That is why I am invested in both companies.

JMHO and best to all, Huey
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News