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Technology Stocks : WDC/Sandisk Corporation
WDC 168.90+4.9%Dec 5 9:30 AM EST
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To: Steve Lee who wrote (17926)1/3/2001 6:32:29 PM
From: Ausdauer  Read Replies (3) of 60323
 
re: Intel

"More importantly they have raised the bar by selling this
capacity of flash built in. Others will have to follow
suit, whether bundling with 128MB of integrated or removabe
flash. This will be good for SNDK. Also good for SNDK in
that it will use some of the world's available flash capacity."

I agree, Steve.

Think how many 128 MB Diamond Rios could be sold at a
competitive price. Even better, think about all the
Rio knock-offs who will have to ante up to sell their wares.

Similarly, Toshiba is going to have increase flash production
to meet rising demand for SmartMeda. That may decrease NAND
available for other applications.

Similarly, Sony will need to find NAND flash sources to
meet production quotas for Memory Stick. There will be no
use in them promoting MS without having stock on hand to sell.

SanDisk will use its flash for its industrial customers,
its CF and MMC and SDMC products, and for its two announced
embedded applications.

I have a hard time getting an idea on worldwide demand for storage
flash, but clearly there are many who will be looking around for it
to support their various objectives.

When I listened to the Simple Technology c.c. in October or November
they mentioned that they had no difficulty getting NAND for their
product line, yet they have been significantly underrepresented
at BestBuy lately. I don't know if BestBuy has realigned their affiliations
with suppliers or if Simple simply underestimated demand for their
products. It would be great to learn that the availability of NAND has
tightened up a bit compared with the situation two or three months ago.

The ML report casts doubt that this situation exists.

It will be critical to watch how companies like Simple describe the
flash landscape.

Aus
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