WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 157.75

+0.4%

Nov 14 9:30 AM EST

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To: Steve 667 who wrote (26331)	7/8/2004 10:41:43 PM
From: slacker711	Read Replies (1) of 60323

I said the carriers do not want alot of storage capacity on the phones. The carriers dont really have a ton of choice. The most they could do is choose to subsidize handsets that dont have memory slots....but they have never shown much restraint at selective subsidies. If they had, they would have slowed down Nokia's sales a long time ago. The key question is still end market demand. How much memory do consumers want? I feel fairly sure that digital cameras are going to extensively used....but to get into the GB+ range for memory cards, we will need to see MP3's and videos to become popular. Of course, since the handset market is 600 million plus units a year, even 100MB a handset would cause a big bump in the number of Terabytes used worldwide. Slacker

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