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Technology Stocks : WDC/Sandisk Corporation
WDC 157.75+1.5%Nov 26 3:59 PM EST

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To: Binx Bolling who wrote (18073)1/11/2001 7:31:00 AM
From: Ausdauer   of 60323
 
Binx, I am responding to your prior post...

Message 15150205

Still wondering exactly how the following statements may
impact SanDisk. Seems like we could benefit from new
applications like these...


Sharp Microelectronics of the Americas (Camas, Wash.) intends to develop
flash for data storage, according to Rob Bernardi, vice president of operations
and marketing.

"We see the [Internet infrastructure] market going nuts in the next five to ten years," he said.

_________________________________________________________________________________
SIMILARLY...

Now, NAND devices are finding homes where low-density hard drives
used to be, according to Toshiba's Traeumer. "In Web server applications,
for example, NAND devices used for cache have the microsecond
seek times required to handle millions of hits per day,"
she said,
estimating that with 0.16-micron process technology, the cost of NAND
storage should approach 75 cents per megabyte. Using multilevel cell
technology, with two bits per cell instead of one, by the end of 2001
NAND cost-per-megabyte should hit 50 cents, she said. Multilevel
cell devices, on the other hand, take longer to program. Traeumer
said Toshiba expects to have multicell NAND flash devices on the market
sometime during 2001.


Is anyone able to comment on these applications?

Aus
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