Doc Paul,
At the risk of beating a dead horse...
"There are two different primary types of flash memory that are in volume production now.
NOR flash stores information in small chunks and is best suited for code applications."
SanDisk's expertise is NOR flash.
This was not mentioned in your post.
Also, the cost advantage of SuperFlash
may be challenged by advanced MLC technology.
"Ausdauer makes some convincing, yet faulty arguments as to why
SNDK is a better investment, let me quote some of them for you.."
My arguments may be "faulty" and I am prepared to eat crow when the time comes. I still feel SanDisk is the better long-term investment for many reasons that I have already tried to define exhaustively. In any case, only time will tell who is at fault here.
"And if pricing continues to increase, designers may go looking for alternatives such as EEPROM (mentioned in a recent article). Also, MRAM/FRAM will look to compete first with the low density code storage segment. I frequent other boards, and this argument is the one used most often by short hypsters...
I recently found one link that actually supports my statements on EEPROM...
Message 14426142
Also, for clarity, "short hypsters" have this annoying tendency to blanket message boards with unsubstantiated or poorly substantiated FUD. I have posted almost exclusively on the SNDK board in response to challenges posed by others. Also, I have freely admitted that I have no expertise or special insight as it relates to MRAM and FRAM, but it remains a fact that low density flash will be impacted first. Truly executable code is possible with these forms of non-volatile memory.
"If we were to speculate about flash cards (and SNDK for that matter), we could also make the argument that this same internet/interconnectivity revolution will make flash cards obsolete. This is the whole concept of bluetooth and wireless communication.. why would we need a flash card, if the photo or the song could be zapped from over the air?
I have yet to hear a compelling argument for Internet connectivity making flash memory obsolete. Any discussion first needs to begin with an assessment of feasibility. That has been totally lacking by those who have posted such arguments here previously. I personally feel Internet connectivity will significantly increase the demand for removable flash. I still don't understand how Bluetooth will factor into the demand for data storage given the limited range of this technique.
It is my general impression that 3G connectivity and Bluetooth are frequently referred to by "short hypsters" who wish to plant seeds of doubt in the minds of SNDK investors.
Aus |
