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: orkrious who wrote (7714)	10/16/1999 2:49:00 AM
From: Binx Bolling	Read Replies (1) \| Respond to of 60323

More of the same about Samsung/1G and lucrative flash market. theregister.co.uk

To: orkrious who wrote (7714)	10/16/1999 5:15:00 AM
From: Ausdauer	Respond to of 60323

Jay, re: Samsung Announcement Samsung said it is first applying the technology to 512-Mbit flash chips for 128-Mbyte SmartMedia cards... Recall that Ricoh and Olympus have already announced their gradual migration to CompactFlash. In 2001 how big will the market be for SmartMedia??? This photo is property of Steve's Digicams... The New Olympus C-2500 steves-digicams.com Do you believe that SmartMedia will be more competitive in 2001 than it is now? What additional new SmartMedia markets are you anticipating in the next 18 months? Just curious. Ausdauer SanDisk...See the Big Picture.

To: orkrious who wrote (7714)	10/16/1999 9:37:00 AM
From: Art Bechhoefer	Read Replies (1) \| Respond to of 60323

This announcement may be the first notice of higher capacity SmartMedia memory, so it would heighten the competition with CF. I believe I have read somewhere, much earlier, or perhaps heard comments of Harari that certain features of the SmartMedia design use SanDisk proprietary technology. Maybe that's why Olympus, in its highest resolution camera just coming on the market now, still uses the SmartMedia card, though it has an extra slot for CF. As more and more capital and engineering effort goes into higher capacity cards, what would be interesting to me is to monitor any advances in read/write speeds. For example, when I take the highest resolution photo on my Nikon 950, there is a delay of about 15 - 20 seconds while the image is written to the flash memory. During that waiting period, all you see in the display window is a blurred image of the photo with an hourglass symbol indicating that the write procedure is taking place. You can't take any more photos until the procedure is completed. Using the lower resolution, compressed JPEG format, the write process takes only a few seconds. A faster read/write process would give any high resolution camera a competitive edge, so it remains to be seen whether the Samsung developments will have an influence here. It should also be noted that Samsung attempted to get around SNDK patents a few years ago, resulting in the Commerce Department threatening to ban imports of Samsung flash memories and accompanying cameras until the matter was resolved in SanDisk's favor. Art