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Technology Stocks : WDC/Sandisk Corporation
WDC 151.87+9.2%2:08 PM EST

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To: docpaul who wrote (14945)9/23/2000 7:50:47 AM
From: Steve Lee  Read Replies (1) of 60323
 
Thanks for your explanantion and comparison of SNDK & SSTI along with NAND and NOR. It was very useful to me, being an investor in both companies.

Does SSTI's concentration on low density NOR for code storage leave them open to the risk of being obsoleted by embedded RAM on the processor die itself?

I was interested in your comment that SSTI makes flash for the i820 board. Is this the only Intel board they make flash for? Do non Intel boards using i820 chipsets use SSTI flash by default or are the board manufacturers free to mix and match? Does the fact that the i820 was meant to be Intel's mainstream Pentium 3 chipset, but is now not (due to the necessity to introduce the i815) leave SSTI open to the possibility of performing below some previous expectations?

Any clues to the above would be appreciated. Thanks.
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