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Technology Stocks : WDC/Sandisk Corporation
WDC 236.49-2.8%2:08 PM EST

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To: Roberts who wrote (224)12/11/1996 12:48:00 PM
From: Cameron Dorey   of 60323
 
Brian, I do get it.

"Each product that uses the n-Hand product would need to have a disk drive incorporated for an additional $100+ per device."

Yes, and each product that uses a flash card, etc., would have to have a flash card, no? From my post #208 on this thread to Jerome:

( techstocks.com )

"Then, from the person on the phone [one of SanDisk's end-user distributors, listed on the WWW page], COST for the PCMCIA cards:

2 MB $99
10 MB $259
20 MB $419

She said nothing about drastic price decreases coming, and SanDisk's press releases talk about 30% cost reductions. So, after buying a $100 n.hand drive, you can buy 31 20 MB disks for the price of 1 PCMCIA flash card. A bit of a difference there, might you not agree?"

As a device using the n.Hand needs a drive, a device using a flash card needs the card! Are you really suggesting that you buy one card and share it between all of your devices which use it? If not, you're spending $400 initially, whereas I'm spending $110.

For each additional 20 MB storage, there is a factor of 40 difference between flash and disk. The factor of 30 came from the fact that for the $400, you will be able to get an n.hand drive and 30 disks (600 MB total) for a single device. For multiple devices, for the first 20 MB, there is only a factor of 4 difference (OK, 3.809).

If a clip-on or similar solution were available, this would make a single drive able to serve more than one device, as the external Zip and Jaz drives for PC's (including notebooks), which would lower the potential total cost dramatically.

Is there anything wrong with my math here? What don't I get?

Cameron
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