WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 139.09

-0.8%

Nov 21 9:30 AM EST

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To: thecalculator who wrote (15365)	10/6/2000 11:42:15 AM
From: Ausdauer	Read Replies (1) of 60323

*"You aren't short are you?"* In reply to this post... __________________________________________________________________________________ Viking Memory Products Highest Capacity CompactFlash Card at 256 MB Message 14523837 __________________________________________________________________________________ The point I was trying to make was that high capacity CompactFlash (type I) cards are not mass market items due to cost. The 256 megabyte CF card announced by Viking will not be a big seller. I suspect alot of these announcements are no more than temporary bragging rights. The average card capacity for CompactFlash that SanDisk sells is about 1/10th the maximum capacity industry-wide. Aftermarket purchases are mostly under 64 megabytes. imergeconsulting.com Nearly all bundled memory cards are 8 Mb in capacity and this trend will continue throughout 2000, except for new high-end consumer cameras with 3.0 mega-pixel resolution. This is expected to change in year 2001 when 16 Mb capacity cards are bundled. This model does not change from 16 Mb throughout the forecast period. A second but more important segment in terms of street value is the aftermarket opportunity. Average selling prices in this segment are typically higher with less downward pressure. Through our research, we found that the majority of aftermarket buyers purchase memory cards from 32 Mb to 48 Mb, opting to increase their capacity to what would typically be a roll of film or enough for a short vacation of shooting. To order this report: email: tussy@ix.netcom.com or call: 650.631.5737 Any other ridiculous questions? Ausdauer

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