WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 163.33

+3.5%

Nov 28 9:30 AM EST

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To: Art Bechhoefer who wrote (4887)	2/26/1999 3:42:00 AM
From: Tumbleweed	Read Replies (1) of 60323

I dont think the Memory Stick affects Sandisk at all. Its replacing floppy discs in the current Sony cameras, doesnt seem to be in any other camera, and is hard to see why manufacturers would switch from CF to Memory Stick in their next generation, which need even more memory. 8MB does not cut it in a 2 or a 4M pixel camera. I suppose you might see some camera manufacturers switch from Smart media to Memory stick where previously they would have gone to CF, though that hasnt happened yet. I think CF has won the battle for the next several years just on market presence and volume. And dont forget lock in. Whilst people dont buy a first purchase digicam on the media it uses, I think they will buy their second one with that as a strong consideration. If you have 2 or 3 CF cards because of your existing digicam, why would you buy your next camera if it didnt use CF. Too much expense. No apologies for concentrating on digicams, I know all the other uses for CF, but IMHO digicams will drive the CF market for the next 2 or 3 years before all the other applications become significant. Joe

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