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

To: Steve 667 who wrote (9094)	2/5/2000 5:44:00 AM
From: Tumbleweed	Respond to of 60323

Can anyone here give an idea as to how much of a patent lock SNDK has regarding CELLULAR PHONE flash memory? Flash is flash, sort of. That is, if its exchangeable, its not specific to a phone. YOu could equally take that memory card out and put in an an MP3 player one day and a camera the next. Another reason why being first is important. Once you have a critical mass of memory cards of one type, you are more likely to buy your next consumer gadget that is compatible with what you already have. Because you can get more use out of what you have. Joe

To: Steve 667 who wrote (9094)	2/5/2000 9:25:00 AM
From: Ausdauer	Respond to of 60323

Steve 667, Can anyone here give an idea as to how much of a patent lock SNDK has regarding CELLULAR PHONE flash memory? I think the question that needs to be answered is WHY do cellular phones need flash memory at all? What "killer application" will drive demand for high density/high capacity flash memory where SanDisk is KING? My relatives in Scandinavia have had cell phones for as long as I can remember. Ericsson and Nokia have been promoting cell phone use for a some time now. Most Swedes and Finns are born with a cell phone clipped onto their diaper. When I spoke with my father-in-law last he told me that there is a small memory card about the half the size of MMC that follows the phone user when he upgrades to the latest, greeatest cell phone model. In the housing for the battery there is a small cavity where the chip resides. It contains your phone number list and other personal data. I suspect this is a low density "garden variety" flash chip that practically anyone can produce. It is hard to invision this as a high margin, patent-protected item. What specific applications in the cellular phone market will drive demand for the high capacity/high density chips that SanDisk/Toshiba will make? Ausdauer