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Technology Stocks : Intel Corporation (INTC)

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To: Robert Salasidis who wrote (142660)	9/4/2001 7:33:04 AM
From: Road Walker	Read Replies (2) of 186894

Robert, On the flash thing, a few points. - The ultimate solid state storage solution will probably be a derivative of flash, could be FRAM - the technical problems with read/write speeds and write cycles need to be overcome. - There are a lot of companies working on storing more info per card (drive), the density should increase exponentially. An example: Message 16268384 And that's a small company, you have guys like Intel, AMD, Toshiba and Samsung working along the same lines. These guys would like nothing better than to replace that whirling contraption in the PC box with a solid state silicon solution. - Prices of flash have come down well over 100% over the last year. Today you can buy a 528 MB flash card that is the size of a postage stamp and replicates a hard drive. That would have been a respectable PC hard drive four or five years ago. It's a matter of silicon technology and capacity catching up with increasing demand for storage. Product evolution abhors moving parts, and always moves towards a solid state solution. I think it's a question of when, not if. Then again, maybe I'm 100% wrong. John

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