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: Sam Citron who wrote (8279)	12/2/1999 4:24:00 PM
From: Mark Oliver	Respond to of 60323

CNBC had a bit on Flash memory this afternoon, but failed to mention Sandisk. What a stupid report. Sometimes when you know something about a subject and then you see a report that is so pathetic, it is a reminder of how incomplete all reports can be. They said the big players in flash are Intel, AMD, STM and Atmel. While this is not untrue, it was really a story about flash which will be used in hand held devices, which is clearly the market Sandisk dominates. Regards, Mark

To: Sam Citron who wrote (8279)	12/2/1999 8:42:00 PM
From: Art Bechhoefer	Read Replies (1) \| Respond to of 60323

I can't imagine why one would choose the extra weight and power consumption of any type of disk drive over a CF, at least for a better quality camera. I can conceive of a cut rate camera with maximum 800K resolution, all automatic, no zoom lens, and a cheap CLIK disk storage, going for a total price of perhaps $115. In that price range, they could afford to include more expensive, rechargeable batteries, and the package might find some customers. But the main stream of digital camera buyers would probably demand the performance of flash memory. Furthermore, as flash memory improves, it gets cheap enough so that the difference in price between CF and Clik is likely to get narrower.

To: Sam Citron who wrote (8279)	12/2/1999 10:10:00 PM
From: Ron C	Read Replies (1) \| Respond to of 60323

Sam & Thread: Certainly one of the major considerations of any type of storage is cost/MB. $30.00 for a 40MB Clik disc is impressive, but just as impressive is the Imation LS-120 Superdisk, which retails for about $33.00 for a 3 pack of 120MB Superdisks. That?s 3 times the storage for 1/3 the cost. Size and convenience of handling is another factor when pursuing a form factor for photographs. The LS-120 is the size of a 1.44MB floppy. The Clik is a more convenient size. A CF card ,Smartmedia card, Memory Stick are also a more convenient size than the LS-120, but the cost factor increases per MB (at this time). Another very important consideration, is power requirements used by each form of media. Power is an expensive factor. If you have a device that has to spin media (using a drive) it requires more power and is less efficient by using more energy. Mother nature comes into play when you are out in the elements with your new super whiz bang digital camera and it starts to rain or snow while you?re trying to change media. I would imagine a rotating disc with moisture inserted into an expensive camera will eventually ?feel? the effects. I, myself am fortunate to have a CF camera that I can download directly using a PCMCIA slot. I also have the LS-120/floppy combination in my computer to which I download the pictures off of my CF card. I must say that the Panasonic line of Palmcams is going to be a player in the photography industry. The cameras appear pricey but the "film" is most affordable. All of the factors involved boils down to what the user is trying to do with the device and how much money they are willing to spend. Brand recognition also plays an important role in whether a media is launched into the next Millenium or goes by the wayside. Ron (IMHO)