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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: slacker711 who wrote (26477)10/12/2004 11:38:12 AM
From: slacker711  Read Replies (3) of 60323
 
Some random anecdotal information....a 128MB Transflash card is now selling for $26 at Amazon. This is down from $33 when they went on sale in early August.

The amazing part about the 20% reduction in price in two months is that there is absolutely no competition in the Transflash segment. I have yet to find any other manufacturers of this format. Also, it isnt like Sandisk is trying to move customers up the megabyte ladder....the 256MB hasnt been produced yet.

amazon.com

I assume that Sandisk will eventually license other companies for Transflash. It seems unlikely that Motorola/Samsung would commit to a card format that had only one supplier.

Slacker
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