SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : WDC/Sandisk Corporation
WDC 174.21+6.9%3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Rex Dwyer who wrote (1281)11/6/1997 10:27:00 PM
From: Done, gone.  Read Replies (1) of 60323
 
>> SanDisk is not winning in the embedded flash market. <<
From: exchange2000.com

>> Ask Jerome, that was his observation. <<
From: techstocks.com

>> embedded systems are standalone microprocessor-based systems used to control a device, or a machine. Examples: flight control boxes on airplane, flight control on space station, engine control in your car, motor control in saw-mill, etc. Most embedded systems use EEPROM to store the software, because the software does not have to be updated very often. To change the software in the EEPROM, you have to remove the EEPROM chip off the board, erase its content using ultraviolet light, and then reprogram it using a PROM programmer. It's time consuming but EEPROM is cheaper than flash. Nowadays, embedded systems which have means of communications to the external world (via serial port, LAN, etc.) sometimes used flash to store the program. The software can now be updated on the fly without having to remove the box.

Flash used for embedded systems does not have to adhere with any standard, unlike consumer products such as digital cameras, cell phones, ... because the engineers who design the boards are involved in putting the flash chip on the circuit board.

Embedded system is a smaller market compared to consumer market such as digital cam, cell phones, pagers, ... Sandisk is not dominating in the embedded system market. Other players are Intel, Micron, AMD, Smart Modular, etc. <<
From: techstocks.com

Jerome, Mike, Rex, All - your latest thoughts on this subject, considering Siemens?

If not Sandisk and Siemens, then who and Intel, Micron, AMD, Smart Modular, etc.?

The company [SanDisk] has optimized its flash memory storage solution, known as "system flash," to address the needs of many emerging applications in the consumer electronics and industrial/communications markets.

Siemens is one of the world's largest electronic and electrical companies. Employing 379,000 people worldwide, the company concentrates its activities in the major business segments of energy, industry, communications, transportation, health care, information systems and electronic companies worldwide. Siemens Semiconductors Group is the second largest European semiconductor manufacturer and, in terms of technology, is one of the leading microelectronics companies worldwide.
From: techstocks.com

Embedded flash market size? (Present and future.)

Sandisk's share of this market v. competition? (Present and future.)

SanDisk's and Siemens' role in the "y2k embedded systems problem"?
epri.com

We 'll . . . hear poor rogues
Talk of court news; and we'll talk with them too,
Who loses and who wins; who's in, who's out.
--Shakespeare.

Thanks in advance,

and thanks to all that participate on this fantastic thread!

Bounced Czech
(Fly By Night Associates - FBNA)
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext