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Technology Stocks : WDC/Sandisk Corporation
WDC 200.42+6.8%Jan 9 3:59 PM EST

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To: Ausdauer who wrote (26748)10/6/2004 4:28:09 PM
From: Howard R. Hansen  Read Replies (3) of 60323
 
To Ausdauer, Slacker711 and Sam

The biggest problem in creating a mass market for cell pnone flash memory cards is not the number of camera cell phones with a removable memory slot. It is the wireless carriers business model. The wireless carriers want you to take pictures with their cell phones so you will use their service to tranmit the picture to your PC or to a printing service at a cost from 25 to 40 cents per picture. Hence if including a camera in a cell phone increases a wire carrier's revenue wireless carriers will subsidze the cost of a camera cell phone. But because you don't need to use a wireless carrier to transfer a picture to a PC if you have a removable memory slot wireless carriers will not subsidize the cost of a camera cell phone with a removable meory slot. Therefore with camera cell phones wth a removable merory slot having a premium price the camera cell phone flash memory market market will be a niche market.
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