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Technology Stocks : WDC/Sandisk Corporation

WDC 163.33

+3.5%

Nov 28 9:30 AM EST

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To: Starlight who wrote (19490)	3/8/2001 4:02:24 AM
From: Craig Freeman	Read Replies (1) of 60323

Elzabeth, a very reasonably argument can be made for 256MB of flash (512MB at the extreme) being the largest card anyone will ever need to own. It can hold almost 4 hours of non-stop music at the best resolution that "ordinary" headphones can reproduce. Unless you are a long-haul trucker, it is hard to imagine why 4 hours of music would be insufficient. And why would any trucker choose flash over CDs? CDRs are so cheap and abundant (!$.50 per 650MB) that it will be a LONG time before any semiconductor will replace this ubiquitous media. Maybe never. CDRs are scheduled to double in capacity within a year (to 1.3 GB). It is not unreasonable to assume that DVD-RAM at almost 10GB per disk will cost just $10 per disk within 5 years. IMHO, flash is for cameras, cell phone, pagers, pocket PCs and other apps where size and reliability are at a premium. The ability of MP3 encoding to reduce the size of audio files is interesting and useful ... but only useful to flash makers as a "short-term" outlet for their products. To paraphrase Mae West, "so many gigabytes, so little time ..." Craig

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