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Technology Stocks : WDC/Sandisk Corporation

WDC 290.23

+7.4%

Feb 3 3:59 PM EST

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To: Road Walker who wrote (27132)	12/14/2004 1:17:47 PM
From: Ausdauer	Read Replies (1) of 60323

John, re: "MMC newly improved-super-mini-micro-turbo-jr." This is ridiculous. One thing the flash industry has succeeded at is avoiding unifying standards. I think the lack of unifying standards in a major downfall of the big players in the industry. Did SNDK's open CompactFlash standard unify the industry? Certainly not. OK, CF type I is the dominant digital film standard, but othewise we have just seen more and more splintering. I WONDER IF THE NEWER VARIETIES OF SD AND MMC ARE TRULY REMOVABLE? Even SNDK call Transflash them "semi-removable" in their PowerPoint presentations. Analysts may not have a clear picture of where Transflash should fit in the market. Is it the cellphones "harddrive" or just a glorified SIMM card? How does adding a 1 gigabyte Transflash enhance the handset performance? I mean, in 2007 Transflash is going consume a quantity of flash memory equal to all of worldwide 2004 flash production? That is what is suggested. And what application is going to force consumers to buy that as an add-on card? Storing re-runs of "Leave it to Beaver" or your phone for your next business trip? I mean, really. Is Transflash a concept looking for an application or what? And why do we need yet another mini-micro standard? Aus@semiremovable=embedded.com

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