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Technology Stocks : WDC/Sandisk Corporation
WDC 181.95+7.3%Dec 10 3:59 PM EST

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To: Michael C. Woodward who wrote (2479)2/2/1998 4:58:00 PM
From: Jerome Wittamer  Read Replies (1) of 60323
 
Solid State Storage Markets and Technology at Record Levels

Business Wire via Dow Jones

Thought you all might find this interesting.

SANTA BARBARA, Calif.--(BUSINESS WIRE)--Feb. 2, 1998--Solid state
storage, including solid state disk (SSD) and flash memory, will show record growth in 1998, both in terms of unit shipments and revenues.

According to the 1998 Solid State Disk and Flash Memory Market and Technology
Report, total unit demand is estimated at approximately 6.7 million drives in
1998, up from 3.2 million in 1997. As for revenues, 1998 sales will total $458
million, up from $284 million in 1997.

Based on the current trends, the solid state memory markets may be entering a
period of extremely high growth. This is due to aggressive price reductions
throughout the industry that have been observed over the past couple years.

Solid state disk pricing has declined from an average price of $30 per MB in
1997 to around $15 per MB in 1998. Per MB pricing should continue to decline at
this same rate for the foreseeable future, thereby greatly expanding the
potential market for these devices.

Similarly, flash memory has declined in average price from $24 per MB in 1997
to $16 per MB in 1998. All solid state memory pricing should be less than $5
per MB by the year 2000.

Quantum, Imperial and DES together share the worldwide market share lead in
solid state disk. Sandisk is the flash memory leader with 44 percent of the
total flash memory market.

The 1998 Solid State Disk and Flash Memory Market and Technology Report
includes the following topics: semiconductor storage history, computer system
limitations, RAID technology limitations, solid state memory comparisons,
primary applications areas, SSD vs. cache, PC-card and sub-PCMCIA direction,
among others.

Market forecasts are segmented by computing environment, size & form factor,
capacity and application, in addition to pricing, cost per MB and revenue
outlooks. This report provides an updated look at the industry and its key
issues through 2001.

Companies supplying this market include: AMD, ATTO Technologies, BGI, Bit
Microsystems, Disk Emulation Systems, Fujitsu, Hitachi, Hyundai, IBM, Imperial,
Intel, Matsushita, Mitsubishi, M-Systems, Quantum, SanDisk, Seek Systems,
Toshiba and Zitel.

The report is approximately 150 pages and is currently available. The cost is
$875. Call to receive a table of contents or executive summary.

Peripheral Research may be reached at 805/563-9720 or faxed at 805/563-6020.
They may also be reached via e-mail or waidprc@aol.com or golz@silcom.com.
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