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Technology Stocks : WDC/Sandisk Corporation
WDC 163.26+3.5%12:59 PM EST

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To: Cameron Dorey who wrote (256)12/19/1996 9:38:00 AM
From: John Cave   of 60323
 
The subject is SNDK, Professor, not me. My character, my history, or my fate, are not really your concern. Or haven't you taught "Facts of Life 1.01" yet? I find your whole tone to be presumptuous, and absolutely a priori, as it were.

You have carefully crafted a sequence of arguments to lead to an irresistable conclusion. But that conclusion is a non-sequitor. In this, you manifest the typical polemical skill of a Sophist, but your reasoning is specious.

SNDK and IOM are NOT competitors. Non volatile memory, and the n.hand disk, do not really solve the same engineering problem. I don't perceive them as targeting the same market. Oh, there may be some cameras that use one versus the other, or some PDA's, but the technology of flash memory enables products that could not be crafted otherwise.

The 3 advantages cited in previous posts actually DO make a difference to engineers. It's like you are saying: "I've got 2 cars. Why do I need 2 carburators?" How could IOM fit into the Spyrus deal, for instance? The matrix of problems for which non volatile memory is a solution is not the same matrix of problems for which small form factor removable media is a solution. You seem to have glommed onto the issue of price as the salient feature of comparison, but you have not shown, on a product by product basis, how IOM solves the same problem by adding greater value, at a better cost. You have spent much attention analyzing the details of two different species.

That is why I claim that the sum total of your arguments miss the target. I see the widespread deployment of non volatile memory as a way of smartening up electronics in a way not previously available, and not really capable of being facilitated by the tiny rotating disk, for reasons of speed, power consumption, and durability.

All of us, for certain, labor under delusions, however, I am not sure just exactly who you think you are. Or what you think you are called upon to do. But this kind of role behavior is a 0-sum game. "But I'm a PROFESSOR, dammit!(voice going shrill)." To bring the ancient Chinese into it: "those who would teach, let them study. Those who would lead, let them follow. Those who would speak, let them listen." And I might add, those who would grow old, GROW UP!

And Hey! Not everyone who attended William and Mary is a dweeb, you know.It's not a finishing school. They admitted a few of us from Borneo. But pray, please tell me what subject you teach, and the name of the school. I want to make sure I do not send my children there. You have to understand that there is a huge gap between the theory and the practice of both art and science.
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