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Technology Stocks : WDC/Sandisk Corporation
WDC 166.10-2.3%Nov 12 3:59 PM EST

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To: Bobby who wrote (1676)11/18/1997 1:01:00 PM
From: Jerome Wittamer  Read Replies (4) of 60323
 
DESIGN-INS

This post is just made to reassure all of you : look long-term

Please read from head to feet 8-p

AUDIO

1-Nov. 17, 1997 Uher Introduces World's First Portable Audio Recorder Designed to Use CompactFlash Storage Cards
2-Nov 10, 1997  Norris Communications to Display Flashback Audio in SanDisk's Booth at COMDEX; New CD-Quality Music Playback Device Uses SanDisk's CompactFlash

This market is not huge but CF should be there in order to expand its use among various appliances and boast interroperability (correct?).

DIGITAL CAMERAS

1-- October 15, 1997 Casio Selects Removable SanDisk CompactFlash Memory Cards for the New Casio QV-700 Digital Camera
2-- September 23, 1997 SanDisk Announces Kodak Will Use CompactFlash
Memory Cards for Kodak's New DC210 Zoom Digital Camera
3-- August 4, 1997 SanDisk Signs OEM Pact with Pentax to Supply Pentax with Flash Memory Cards for New Digital Camera
4-- July 1, 1997 UMAX Photorun Camera Debuts as Industry's 14th Digital Camera to Use CompactFlash as Digital Film
5-- June 10, 1997 SanDisk Announces CompactFlash Design Win In New
Panasonic Coolshot Digital Camera
6-- April 16, 1997 Kodak Selects SanDisk CompactFlash As The Removable Memory for New Kodak DC120 "Megapixel" Digital Camera
7-- February 26, 1997 SanDisk Announces That Canon Selects SanDisk
CompactFlash Memory Cards As The Digital Film In The New Canon Powershot 350 Digital Camera
8-- February 19, 1997 SanDisk's CompactFlash Storage Cards Will Be Sold With The New NEC Digital Camera
9-- January 21,1997 Matsushita Introduces New Digital Camera That Uses SanDisk's CompactFlash Cards As The Digital Film
10-- October 16, 1996 Kodak Will Market SanDisk's CompactFlash Storage Cards Under Kodak Label As Storage Media For Kodak's New DC25 Camera
11-- September 12, 1996 Kodak Introduces World's First Digital Camera
Designed Exclusively To Use CompactFlash Storage Cards
12-- September 3, 1996 SanDisk To Supply Sony Electronics With Digital Flash Film
13-- August 20, 1996 FUJIfilm Microdevices Announces CompactFlash
Incorporating Sandisk 32Mbit Flash Memory
14-- July 1, 1996 Canon Becomes World's First Imaging Company to Offer SanDisk CompactFlash as Digital Film
15-- March 11, 1996 SanDisk to Supply Polaroid with FlashFilm

According to SanDisk's PR the total number of cameras using CF is 35 (there's also the Epson Photo PC 600).
That's 90% of all digicams sold at Christmas! We can really say we have a standard.

HPCs

1-- November 17, 1997 NEC Designs New Mobilepro 700 Handheld PC to Use SanDisk's CompactFlash Memory Cards
2-- November 17, 1997 SanDisk Type II FlashDisk Memory Cards Used in
Compaq's New C-Series PC Companion Handheld Computer
3-- November 17, 1997 Casio's Cassiopeia A-20 Designed to Use SanDisk's CompactFlash Memory Cards
4-- November 17, 1997 SanDisk CompactFlash Memory Cards in Ericsson's
New MC12 Handheld PC
5-- October 27, 1997 Sharp's Zaurus Handheld Computer Supports SanDisk ATA Storage Cards
6-- June 17, 1997 Psion's Revolutionary New Handheld Computer Has Built In Slot For SanDisk CompactFlash Memory Cards
7-- February 13, 1997 SanDisk Will Provide CompactFlash Storage Cards
For The HP 320LX, The World's First CE Based Palmtop PC With A Built In Slot For CompactFlash
8-- December 30,1996 SanDisk Flash Storage Cards To Be Used With
Compaq's New Windows CE-Based PC Companion
9-- September 12, 1996 SanDisk Announces HP Branded CompactFlash Storage Cards For New HP OmniGo 120 Organizer Plus

More than nine Windows CE-based HPCs are designed to use CF!

One product lost to competition : Philips VELO 1 uses Intel's Miniature Card. It's the only major product lost.
US Robotics' Pilot is different then the others, is it an HPC?.
Conclusion : SanDisk is the current leader, design win momentum is increasing.

SMART PHONES

-- November 10, 1997 Siemens and SanDisk Introduce the MultiMediaCard, the World's Smallest Solid State Storage Product for Portable Communications and Computing Devices

Let's call it : ® The New Wave ¯ (dare I say `tidal'?)

OTHERS

-- July 14, 1997 Survivalink Selects SanDisk CompactFlash Memory Cards for New, Portable Life-Saving Defibrillator
-- June 16, 1997 Art's Handwriting Recognition Software For Windows
CE-based Handheld Computers Will Be Bundled And Sold On CompactFlash
Memory Cards
-- February 10, 1997 Condor Airlines Flies With SanDisk Flash Storage
Cards
-- February 4, 1997 SanDisk Announces CompactFlash Now Supported By
Microsoft Windows CE Operating System
-- November 6, 1996 SPYRUS Introduces World's First CompactFlash
Encryption Card

There should be new applications every week or so in `98 or maybe am I underestimating the momentum.

KEY PRODUCT

-- September 12, 1996 Adtron Introduces New Low-Cost Card Reader/Writer For SanDisk's Ultra Small CompactFlash Storage Cards

W. Frank, is there any other company making this product?
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