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Technology Stocks : WDC/Sandisk Corporation
WDC 236.33-2.9%3:59 PM EST
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To: Ausdauer who wrote (25943)5/25/2004 10:19:14 AM
From: Howard R. Hansen  Read Replies (2) of 60323
 
The future is cellphones.

The future may be cell-phones but the following information extracted from the Atmel thread indicates SanDisk has to make big strides in cutting the cost of flash memory to capture a significant share of the cell-phone mass storage market.

"In order for hard drives to take hold in cell phones, the drive has to cost less than $30. Now I think we may see a few high-end cell phones with drives, and that may mean a market of a few million units a year. But getting under that $30 price may be largest challenge the storage industry faces and it may not be solved by 2008. But if the price does come down under $30, we're talking about a market of 150 million to 200 million units.

Right now if you want to store pictures or music files on a mobile phone, it's done with flash memory chips, which are currently in such high demand that manufacturers can't seem to make enough of them. Flash chips, Monroe says, are very good--to a point. They're fast at reading data, but slow to save it. And flash also gets expensive at capacities of one gigabyte and higher--prohibitively so for most consumer electronics manufacturers--let alone at four gigabytes, the capacity of Apple's iPod Mini."
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