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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)7/9/2004 7:58:14 AM
From: Art Bechhoefer  Read Replies (1) of 60323
 
Steve-->>Sending and receiving pictures on a tiny cell phone is just a fad.<<

Not quite a fad. Turns out that users of cell phones with cameras are cutting into the market for throw away cameras. A lot of users want the convenience of a small camera and are satisfied with modest quality, similar to what they would get on a typical one-time use camera. The difference is that with a cell phone camera, they'll take a few shots and keep only the best ones, which they will send to their friends via wireless connection or download to a computer/printer.

We're getting to a point where the popular throwaway camera with convenient 1-hr. processing is starting to disappear. That's because, except in high traffic locations, there isn't enough business to make these 1-hr. processing centers profitable. Instead, the 1-hr. centers are installing equipment to make prints from flash cards or CD's.

Flash memory has become a disruptive technology--helping to replace conventional film and processing, and changing the way that small files are stored, thereby cutting into products such as the ZIP drives and smaller size hard disk drives. No wonder Micron Technology wants to get into this market. They can do it cheaper than many companies because they already have excess DRAM capacity they can convert to NAND production. This should be seen not as an addition to a perceived oversupply but as confirmation that demand for flash is really soaring.

Art
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