WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 150.21

+8.7%

Oct 31 9:30 AM EST

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To: Ausdauer who wrote (5943)	6/5/1999 11:09:00 PM
From: Bill Fischofer	Read Replies (1) of 60323

Re: Switching costs The problem with form factors in consumer devices is that the devices themselves have limited lifespans. For example, who really believes that today's "state of the art" portable MP3 players will be anything more than paperweights in less than three years? The same can be said for PDAs, Digital Cameras, Cellphones, or anything else currently using CF--the pace of technological change is simply too rapid. Since CF is being used as a transfer medium rather than as an archival storage medium, there is also little "attachment" by the consumer to it. The net is that it is difficult to see how switching cost barriers would be erected around CF and without these barriers it is difficult to gain the sort of proprietary "lock in" that Wintel and other "gorilla-type" technologies enjoy.

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