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Technology Stocks : WDC/Sandisk Corporation
WDC 160.04+5.2%3:59 PM EST

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To: James Choi who wrote (2771)4/11/1998 8:47:00 AM
From: Jerome Wittamer  Read Replies (1) of 60323
 
James,

The first article you mention pretends the MMC to be used by MP3 is made by Siemens.

This is not correct. Siemens makes ROM MMCs - SanDisk makes Re-writable MMCs. Big difference. The article says : MP3 will use re-writable MMCs.

Make the inference.

The second one uses internal flash memory.

I also think this is a potentially huge market for SNDK. Indeed a high capacity is required.

May SNDK keep on being successful R&Dwise! Expect more than 100MB before 2000. Cost per MB close to $1.
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