Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : WDC/Sandisk Corporation -- Ignore unavailable to you. Want to Upgrade?

To: Ausdauer who wrote (6306)	7/8/1999 5:00:00 PM
From: Don Hess	Read Replies (1) \| Respond to of 60323

I am most encouraged by the pace of and consumer appetite for higher and higher capacity CF cards. It has been mentioned here previously that there appears an unavoidable similarity in this development to the Intel advancement of processor speeds; the need for RAM; for video memory, and so on. We all have our "I remember"s. I remember circa 1996, when a guy I knew at work had 64 megs of ram on his home computer, and me with just 32, which I thought was huge. Now I sit here with 128 and know that it's nothing to brag about. I remember at about the same time having a video card with 2 megs of Ram, and pitying the poor souls with just one. I believe the serious gamers now have 8, or is it 16? Of course, I also remember when my work computer had no hard drive, just 2 floppies. Then I got a 10 meg hard drive, and a year later, a guy in accounting got a 40-meg hard drive. I thought, how stupid. How could any ever expect to need 40 megabytes of storage space? Back on topic: It was just this past December that someone dear to me bought me my Nikon Coolpix 900. It came with a --gasp-- 4 MB CF card. Figuring that might be insufficient, the gifter also bought a 10 MB card as an accessory. 48? 64? Ausdauer, save this post and read it in a year. The numbers will seem so small, so quaint. If the model is to sell the newest, biggest CF card for, say $180, and let the older, smaller cards drift down to sub-$100 levels, this is a sustainable market for a good many years to come. The pattern always suits both the power users and the bargain hunters, it fits the professionals as well as the novice, and it certainly bodes well for concerns such as inventory and book-to-buy ratios. Even if Sandisk products were a commodity, which they are not, this model has legs. Those who have Iomega flash(pun intended)-in-the-pan worries ought to consider the difference: The zip drive was a good, if stagnant, idea. CF is a great, and growing, and patented medium. $100 by December. Conservatively. - Don