WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 181.54

+1.1%

Dec 26 9:30 AM EST

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To: Cooters who wrote (26457)	8/4/2004 12:59:24 PM
From: slacker711	of 60323

Had a very interesting idea pointed out to me today, relating to the Korean designs. The issue was how all carriers that heavily subsidize their handsets will move to external memory slots for their camera/video phones(plus MP3 too), so they can get the customer to pay for the big card. The Koreans have not historically designed slots into their domestic handsets because they are always going through all those subsidy bans, so the customer is paying for the internal flash to start with(vs. carrier subsidy). This design carries over into their exports. I've been looking through some of the Korean handset offerings both domestically and for export and it looks like almost all of them depend on internal memory. I think prior to the last couple of months that Samsung/LG had completely ignored external memory slots. I found one LG and one Samsung handset that have miniSD (both released recently) and a couple of Samsung export handsets with RS-MMC that are slated for release later this year. I think you have hit upon the reason. It will be interesting to see how quickly the Korean handset manufacturers can correct their mistake....because I firmly believe that it is unlikely in the extreme that carriers are going to subsidize huge amounts of memory in the handset. In particular, almost every W-CDMA handset has some sort of flash slot....and these are likely to be the most heavily subsidized handsets. The thing that is beginning to worry me is that Sandisk isnt going to have much capacity coming on-line in '05....but that's never too bad a problem to have :-). Slacker

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