WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 163.00

-0.4%

Nov 7 3:59 PM EST

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To: rjk01 who wrote (14835)	9/18/2000 7:18:54 AM
From: Ausdauer	Read Replies (1) of 60323

Roee, We have discussed SSTI's embedded product here in great detail. The last M-Systems' Internet audio interview regarding DOC vs. SSTI's ATA disc chip was also discussed. see section two of this post... Message 14181516 and also... Message 14117193 M-Systems' embedded products really don't seem to have penetrated SanDisk's target markets to any significant degree. What exactly did you wish to showcase to SanDisk investors other than the fact that both M-Systems and SSTI will likely be FlashVision customers for the storage component of their flash products??? Message 13792228 Both SSTI and FLSH have a habit of referring to FlashVision's high density, leading-edge flash memory as "commodity flash". I find this tiring and a weak attempt to trivialize SanDisk's and Toshiba's contributions in this field. Since neither SSTI nor FLSH have the capability to produce this vital component I suggest they tread carefully. Don't forget DOC and ATA disk chip are mass storage products and you can't make them without flash. FLSH is ain't nothin' without flash. Ausdauer SanDisk...with the critical mass to supply the mass storage markets.

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