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

To: gdichaz who wrote (8103)	11/13/1999 8:29:00 PM
From: pala	Read Replies (1) \| Respond to of 60323

Chaz; I think CompactFlash switching costs are OK, for a consumer product. I'm thinking manufacturer here, plugging any make memory into the slot. Does SanDisk collect royalties? Or just count on superior teck. Obviously a huge market, I just don't understand Sandisks business model. Thanks Doug

To: gdichaz who wrote (8103)	11/13/1999 8:42:00 PM
From: NY Stew	Read Replies (3) \| Respond to of 60323

To Anyone, Why is there so little discussion on this thread concerning the multi-level cell and Sandisk's superior IP in this area? Eli's move to the MMC format has/will effectively close the door to mechanical drives and it is my opinion that his intelligent cell vision will close the door on all competing non-volatile memory technologies. The biggest recent news IMO was the DD write-speed enhancement and the multi-level cell IP acquisition. I am somewhat puzzled at the amount of discussion or lack thereof that these events have received. My sense is that Eli has a telescope on his desk as well as microscope. Regards Stew