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To: StockHawk who wrote (10231)11/13/1999 9:08:00 AM
From: Todd Bishop  Respond to of 54805
 
Thanks Stockhawk. This sums up what I've been finding fairly well. I do believe SNDK is in a better position. I just feel that because their key technology, CompactFlash, has been made an unrestricted 'defacto standard', they cannot be a gorilla and a basket of the two is in order as you suggest.

I'm eagerly waiting for someone to make a case for Broadcom so I can see how it would apply to SSTI's Combo Memory. I am concerned about investing in SNDK which seems to be the next Iomega at this point. Tremendous growth for a few years but no new product on the way so a remarkable flop afterward. They may have something up their sleeve but I don't know. I do, however, have good reason to believe that SSTI has new products now which could sustain them beyond CompactFlash...

SST Enters Application-Specific Memory Arena with Family of Highly Integrated FLASH and SRAM Combination Devices

New Family to Include Industry?s First Monolithic Standalone Flash and SRAM ComboMemory Solution

Related News
SST combines flash, SRAM on one chip
SST combines flash, SRAM in stacked packages
SST readies monolithic flash-SRAM Combo
SST launches flash/SRAM combo-on-chip as application-specific memories

SUNNYVALE, Calif., August 30, 1999 - SST (Silicon Storage Technology, Inc., NASDAQ: SSTI) today announced that it has expanded its market presence with a new class of device that marks the company?s entry into the application-specific memory arena. SST?s ComboMemory? family of products represents highly-integrated solutions that include the industry?s first monolithic integration of flash memory and static random-access memory (SRAM) in standalone memory ICs. The initial products include the SST31LH041, which integrates 4 Mbit of flash memory and 1 Mbit of SRAM on a single silicon chip, and the SST31LH021, which integrates 2 Mbit of flash memory and 1 Mbit of SRAM on a single silicon chip. The company has also introduced an MCP (Multi-Chip Package) product, the SST32LH802, which combines 8 Mbit of flash memory and 2 Mbit of SRAM with a x16 organization. SST?s new monolithic (31 series) and MCP (32 series) ComboMemory products blend the company?s high-performance, high-reliability proprietary SuperFlash technology with a low-power SRAM process, offering designers a unique solution that provides a low EMI/low power and small footprint alternative to traditional implementations that incorporate discrete flash and SRAM devices.
?The development of our ComboMemory family is a very natural progression for the company and underscores SST?s commitment to our customers? needs with products that deliver value-added solutions,? said Bing Yeh, president and CEO, SST. ?The mobile communications and portable consumer electronics markets more and more are requiring both data and code storage within a small footprint. This latest technology roadmap for ComboMemory is another example of SST?s ability to respond to market demand by leveraging the versatility of SuperFlash technology, its compatibility with logic processing and easy integration with other memory technologies such as SRAM.?

The target applications for SST?s new ComboMemory product family include all applications needing both SRAM and flash memory. The ComboMemory family is ideal for mobile communications, portable consumer electronics devices and Internet appliance applications. Specific applications include the following:

Pagers, cell phones, GPS and other mobile communication devices
PDA, electronic organizer and other handheld computers
Portable games and toys
PCMCIA fax/modems
Handheld Point-of-Sale (POS) systems
Set-top boxes and Internet appliances
Portable DVD players, digital still cameras and camcorders
?SST?s introduction of its ComboMemory product family is evidence of a significant industry achievement and is a superior alternative to competing standalone flash and SRAM technology,? said Alan Niebel, director of nonvolatile memory, Semico Research Corporation. ?SST?s SuperFlash technology, because of its inherent CMOS logic compatibility, has a unique advantage in that it can be easily integrated with basic SRAM architecture. By integrating flash memory and SRAM onto a monolithic standalone silicon chip, SST will enable designers of portable consumer appliances to achieve cost-effective system designs that are low-power, low-voltage, high-performance and in a smaller form factor.? Niebel adds that about 10-15% of pagers, set-top boxes and cell phones today are configured to use combination flash and SRAM memory devices. The market growth in this area is expected to be up to 60% by 2002.

The 31 series ComboMemory family will initially consist of two products: the monolithic SST31LH021, a 2M flash + 1M SRAM (256K x 8 flash + 128K x 8 SRAM) device and the monolithic SST31LH041, a 4M flash + 1M SRAM (512K x 8 flash + 128K x 8 SRAM) device. The 32 series ComboMemory family?s initial product is the MCP SST32LH802, an 8M flash + 2M SRAM (512K x 16 flash + 128K x 16 SRAM) device. The highly integrated devices offer a number of novel features that distinguish them beyond other, discrete implementations. For example, the ComboMemory family incorporates SST?s SoftPartition? flash memory architecture, which allows system designers to seamlessly partition the data and code into small, granular 4 KByte sectors. This small, uniform sector size allows designers more flexibility by allowing them to balance the amount of memory used for code and data storage depending on the application. By maximizing the utilization of memory, designers can achieve greater efficiency, which enables them to create end-user applications based on cost-sensitive system requirements.

In addition to the uniform small sector architecture, the ComboMemory products enable concurrent memory operation, a feature that maximizes system throughput. SST?s ComboMemory products provide the added functionality of being able to simultaneously read from or write to the SRAM bank while erasing or programming in the flash memory bank. The SRAM memory bank can be read or written while the flash memory bank performs sector erase, bank erase, or byte program concurrently. The SST31LHXXX series of products focus on market segments requiring low power but high performance operations. SST will also offer, in the very near future, an SST31LPXXX family whereby both the operating power and standby current will be substantially reduced. Unlike traditional discrete flash and SRAM device implementations, the ComboMemory product family integrates on-chip logic allowing the system designer to alter the flash contents ?on the fly.?

The SST32LH802 was designed as a space-savings solution for today?s PDA as well as GSM cellular phone applications. The SST32LH802 can replace as many as three discrete components in traditional cell phone applications. The SST32LH802, like the 31 monolithic series, provides benefits over discrete solutions such as lower system cost-of-ownership by reducing the number of components and footprint, simplifying the system design and improving system performance and reliability. For cellular phone applications, SST?s 32 series is an optimal solution because of the low-power, low EMI and small footprint advantages.

Key Features of New ComboMemory Product Family

Single 3.0-3.6V Read and Write Operation
Concurrent Operation
- Read from or write to SRAM while erase/program flash
Flexible, uniform sector architecture
- 4 KByte small sector erase capability
Low power consumption
- Active current: 10mA (typical) for flash and 30mA (typical) for SRAM Read
- Standby current: 700æA (typical) for SST31LHXXX products
10æA (typical) for SST31LPXXX products
Fast Read Access Speeds
- SST31LH041/021: Flash: 70 ns; SRAM: 25 ns
- SST32LH802: Flash: 70 ns; SRAM: 70 ns
Latched address and data for flash
Flash Fast Sector Erase and Byte Program
- Sector erase time: 18 ms (typical)
- Bank erase time: 70 ms (typical)
- Byte program time: 14 æs (typical)
- Bank rewrite time: 4 seconds (typical)
Superior reliability with SST?s SuperFlash technology
- Typical 100,000 cycles endurance and 100 years of data retention
JEDEC standard command set and package/pinout for ease of use and quick installation of the monolithic solution
- 32-pin TSOP (8 mm x 13.4 mm)
- 32-pin TSOP (8 mm x 14 mm)
- 40-pin TSOP (10 mm x 14 mm)
Small footprint and low profile plastic ball grid array package for maximum space-saving of the MCP solution
- 48-pin LBGA (10 mm x 12 mm)

Todd



To: StockHawk who wrote (10231)11/13/1999 10:32:00 AM
From: Apollo  Read Replies (2) | Respond to of 54805
 
StockHawke...very much appeciate your initial and forthcoming comments on Sandisk..

My questions/comments for you:
1. is Sandisk a prince in a fast growing Flash memory arena?, or does it have exclusive rights to a particular design that is widely adopted? Or could it be another Iomega? Is Sandisk just one of the first of what will be hordes of memory makers for these consumer industries (tornadoes), ie MP3, digital cameras, etc.

2. Remember with Rambus, it has had the potential of combining fabless IPR with a memory design that had the potential of being very widely adopted with Intel's strongarming of the OEMs. This now is in some doubt, with DDR on the horizon, and with Intel beginning to weaken its position with the memory makers and with the OEMs. Sandisk is increasing fab capacity, as I understand it, and will carry all those risks associated with hardware production.

So far, I get the feeling that the Flash memory arena is explosive, especially with rapid acceptance of Digital cameras and MP3 players (similar to portable CD players?). So it is attractive to invest into a new exploding industry. Alternatively, is it unattractive because Sandisk may have low barriers to entry and low switching costs, a la the DRAM market with PCs.

Is this right?

Apollo



To: StockHawk who wrote (10231)11/13/1999 10:44:00 AM
From: StockHawk  Read Replies (1) | Respond to of 54805
 
Flash memory patents: SNDK and SSTI

Below is info. taken from SEC filings. It indicates the number (but not the quality) of patents, and I have some
info. on patent litigation and royalty payments (which presumably flow from patents).

Again, to cut to the chase, SNDK has more patents and seems to be suing others to protect them. SSTI has
less and has had to defend them against the suits of others.

Note: Someone on thread I read recently went to a patent web site and did a search to determine how many
times a company's patents were referenced in the filings of other patents. The assumption is that a patent for a
key technology will be referenced often. I have not done something similar for these two companies, so if
someone else wants to give that a try, I'm sure it would be helpful.

SNDK from Prospectus Filed Pursuant to Rule 424
11/4/99

We are recognized as a leader in the development of flash card data storage
technology. We own or have exclusive access to more than 120 U.S. and foreign
patents, some of which are fundamental to the implementation of flash card data
storage systems, including the implementation of double-density, or D2, flash,
independent of the flash technology used.

from the 10k

in 1995, the Company informed Samsung that the Company believed Samsung
infringed certain of its patents. In response, Samsung filed a complaint
accusing the Company of infringing two of its patents. The Company then filed a
complaint against Samsung with the United States International Trade Commission
(the "ITC") alleging that Samsung and its U.S. sales arm were importing and
selling products that infringed two of the Company's patents. After a hearing on
this matter, the ITC issued an order that both SanDisk patents were valid and
that Samsung had infringed such patents, and prohibited the import, sale,
marketing, distribution or advertising of Samsung's infringing flash memory
circuits in the United States. In August 1997, the Company and Samsung entered
into a settlement agreement resolving all aspects of this dispute, pursuant to
which the parties agreed to cross-license certain patents and Samsung agreed to
make license and royalty payments to the Company.

In March 1998, the Company filed a complaint in federal court against
Lexar Media, Inc. ("Lexar") for infringement of a fundamental flashdisk patent.
Lexar has disputed the Company's claim of patent infringement, claimed SanDisk's
patent is invalid or unenforceable and asserted various counterclaims

SSTI from the 10k

The Company's products are designed around patented memory cell
technology and are fabricated using patented process technology. The Company
owns 20 U.S. patents concerning certain aspects of its products and processes,
although not all of these patents are in the field of memory cell or process
technology.

On January 3, 1996, Atmel Corporation ("Atmel") sued the Company in the
U.S. District Court for the Northern District of California. Atmel's complaint
alleges that the Company, by making, using and selling devices, is willfully
infringing on five U.S. patents owned by or exclusively licensed to Atmel. Atmel
later amended its complaint to allege infringement of a sixth patent.

On September 14, 1998, Intel sued the Company in the U.S. District
Court for the Northern District of California, San Jose Division. Intel's
complaint alleged that the Company, by making, using and selling devices, was
willfully infringing four U.S. patents owned by Intel.

from Prospectus Filed 8/20/99

Our medium density products, which presently account for
substantially all of our revenues, compete principally against products offered
by Intel, Advanced Micro Devices, Inc., Atmel, STMicroelectronics, Sanyo,
Winbond Electronics Co. and Macronix, Inc. If we are successful in developing
our high density products, these products will compete principally with products
offered by Intel, Advanced Micro Devices, Fujitsu Limited, Sharp Electronics
Corporation, Samsung Semiconductor, Inc., SanDisk Corporation and Toshiba
Corporation, as well as any new entrants to the market.

Over the past three years we were sued by both Atmel Corporation and Intel
Corporation regarding patent infringement issues. Significant management time
and financial resources have been devoted to defending these lawsuits. We
settled with Intel in May 1999 and the Atmel litigation is ongoing.

Royalties:

SNDK

from 10-Q Quarterly Report 11/3/99

License and royalty 9,910

SSTI

from 10-Q/A Amended Quarterly Report 8/24/99

License revenues 2,558

numbers are in millions.

more later

StockHawk