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Technology Stocks : WDC/Sandisk Corporation

WDC 152.14

-3.7%

3:16 PM EST

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To: Ausdauer who wrote (20249)	5/9/2001 4:46:23 PM
From: Art Bechhoefer	Read Replies (3) of 60323

AMD has announced a flash unit that will write about 20 mb per second and is fast enough to replace DRAM in portable and hand held computers, not to mention dozens of other applications, including set top boxes and cell phones. A large capacity unit, such as AMD is manufacturing, could also be used in place of removable flash cards in digital cameras or MP3 players. The user would simply dump the files into a computer or other device for storage, or upload images to an online host. It should be noted that Kodak has an AMD director on its own Board of Directors. Maybe this is why Kodak has been reluctant to acquire any position in removable flash card manufacturing, even for investment purposes. I note also that M Systems (FLSH) has some new products designed to replace the internal disk drive in a computer. I don't believe that the embedded technology that SNDK and Tower Semiconductor will be involved in is as advanced as that already in production by AMD and FLSH. Any comments? Art Bechhoefer

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