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

To: Binx Bolling who wrote (8998)	1/30/2000 12:03:00 PM
From: Ausdauer	Respond to of 60323

Binx, re: Sony subliminal branding. One of the negative surprises during the CC with Eli was the slow introduction of the SD. Here is where we differ. I interpreted Eli's comment as being very positive. 2000 will be the Year of CF and MMC. There is a pent up demand for MMC. As I mentioned earlier, a deliberate decision to direct more product toward the digital camera market was made in Q4. The next line of business is MMC because of the huge number of design-ins. Manufacturing expertise is now in place to produce larger capacity products of the MMC and SDMC form factor. In 1999 the stacked die process for MMC and SDMC was problematic. This is exactly why SmartMedia has been stuck in the 16 MB and 32 MB capacities. MMC is next in line for mass production. I think a single flash chip offering 64 MB capacity and obviating the need for the stacked die process will be a very high demand, high margin item for SNDK. The knowlegde gained in MMC manufacturing can be directly applied to SDMC. The music business needs to get its ducks in a row before SanDisk/Toshiba will commit to mass production of SDMC. It was suggested that some of the early music players employing the SDMC may even have the security feature temporarily deactivated so as not to detract from the end-user experience. And the fact that there will be forward compatibility of MMC with SDMC is a big bonus. (Some refer to this as the backward compatibility of SDMC host devices with MMC.) from your separate SDMC post... Take your pick from the multi-viewer, wrist viewer, or handy viewer. SD devices will be backwards-compatible with the older MultiMediaCards, but you won't be able to use an SD card in a MultiMediaCard device. I hardly see anything negative about these prospects. Also, the naming of the SDMC was ingenious. It reflects the SanDisk/Toshiba/Matsushita commitment to the SDMI. Perhaps you could be a bit more balanced in your critique of SanDisk's branding efforts. Ausdauer