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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: Tumbleweed who wrote (21166)	11/12/2001 5:11:38 PM
From: Ausdauer	Read Replies (1) of 60323

TW, as flash prices come down... ...manufacturers may start to put larger CF cards in the bundle. steves-digicams.com I noticed this announcement about a new digital camera that ships with a 64MB storage card. These cards sell for $39.99 at E-tail so the real cost must be reasonable enough that it is absorbed in the purchase price of the camera. I also posted about a new Nokia phone that ships with 64MB of embedded storage. As prices for raw flash chips continue to fall one can hope to see new applications emerge that were not possible with the prior pricing scale. Think about it. Last year a 64MB CompactFlash card was selling for at least $100 before the Christmas holiday. For $100 you can buy a pretty nice CD player for your stereo systems or a microwave oven. On that value scale you can see how pricey a card purchase can seem on top of a several hundred dollar digital camera purchase. And while SNDK has been hammered by falling ASP's at retail, it is clear that mass adoption could not occur at the price points set one year ago. It has taken a while for me to come to grips with this reality, but now it seems clear. Aus

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