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

To: Craig Freeman who wrote (10236)	4/9/2000 10:48:00 AM
From: Rocky Reid	Read Replies (2) \| Respond to of 60323

>>>>>>While DataPlay may have a long list of negatives, you shouldn't write it off entirely. In its 500MB read-only configuration at <1$ a disk, you could:...<<<<< It is $5-$10 per disk. Nowhere have I read that there would be a <$1 Read-only version.Please correct me if I'm wrong. I've said before it doesn't matter if a rotating disk can store 40MB, 500MB, or 50 Gigs. It doesn't stand a chance if it Increases the size and Bulk of a portable device, draws too much battery power, and adds significant cost to the OEM. All of these factors are concerns for ALL disk drives either already on the market or proposed, and just any one of theses concerns will kill it. The fact that disk drives suffer from ALL of these conditions leads me to believe that disk drives are jusr Plain Dead in Portable devices. Some OEM's might experiment with them, but nothing but absolute failures can already be counted this early in the game. Iomega's Clik has been a miserable failure even with heavy Marketing and heavy lobbying to OEM's. Laptop computers seems to be the smallest device that can succesfully rely on rotating disks. But laptop computers are very very large compared to Modern Portable Devices. Anything smaller, and it is solid-state Flash all the way, baby. Even IBM's Microdrive costs way too much and uses too much battery power to be a viable mass-onsumer device.

To: Craig Freeman who wrote (10236)	4/10/2000 10:15:00 AM
From: Ausdauer	Read Replies (4) \| Respond to of 60323

Competing Technologies which may dethrone SanDisk. I read the following statement in the SSTI registration statement from February 24, 2000... All of our products as well as all new products currently under design, are stand-alone flash memory devices or devices embedded with flash memory. A memory technology other than SuperFlash may be adopted as an industry standard. Our competitors are generally in a better financial and marketing position than we are from which to influence industry acceptance of a particular memory technology. In particular, a primary source of competition may come from alternative technologies such as FRAM devices if such technology is commercialized for higher density applications. To the extent our competitors are able to promote a tecnology other than SuperFlash as an industry standard, our business will be seriously harmed. I have no expertise at all in this field, but did excerpt the following from RMTR's annual report... Message 13344014 Also, I expect Uncle Eli will at least give us a some forewarning as soon as FRAM shows up in this rear-view mirror. For the time being it appears SanDisk has a "headstart" on FRAM competitors in portable consumer flash devices. And it is always dangerous to give headstarts to world class competitors. Ausdauer