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Technology Stocks : WDC/Sandisk Corporation

WDC 181.08

+3.5%

Dec 19 9:30 AM EST

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To: Art Bechhoefer who wrote (19794)	3/23/2001 11:01:27 AM
From: Ausdauer	Read Replies (2) of 60323

Art, I think it will be interesting to see... ...what hybrid devices evolve over time. It will be a process of trial and error in determining which devices are accepted or rejected by the consumer. One trend which I hope will continue is the use of blank, rewriteable flash media (with or without security) and the availablility of downloadable content one can tailor to personal taste. The notion of "disposable" field programmable non-volatile memory goes against the general trend of the Internet and e-commerce as it melds content to hardware and does not allow timely updating. I am seeing most medical content tailored to the Palm OS and much of it is free or available with a yearly subscription (all you can eat). I think Microsoft has its work cut out for themselves in promoting their Pocket PC platform for the business (non-recreational) environment. (response to recent Siemens announcement PDA/cellphone hybrid) Aus

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