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Non-Tech : The Critical Investing Workshop -- Ignore unavailable to you. Want to Upgrade?

To: Jim Willie CB who wrote (14901)	4/18/2000 6:20:00 PM
From: Jeffry K. Smith	Read Replies (1) \| Respond to of 35685

JW - what is it about April 27 - May 16 you don't like? Best, JKS

To: Jim Willie CB who wrote (14901)	4/18/2000 6:26:00 PM
From: r.edwards	Respond to of 35685

SNDK,SanDisk is next to Power Up, in Earnings,4-19. I've been looking for the next "disruptive technology", the term used by Clayton Christensen (The Innovator's Dilemma) for fundamentally new technologies that destroy old, dominant companies. I think this is it. SNDK makes "flash" memory cards of various kinds, and they have all the characteristics of a disruptive technology. These are tiny memory devices that don't lose their memory when the power is turned off. They are not much bigger than a thumbnail. We are not only limited today by inadequate bandwidth, we are severely limited by a lack of memory in small, handheld PDAs and phones. You can already buy 128 Meg cards of the tiniest kind that go into digital cameras. SNDK makes little gizmos with a tiny slot in them that plug into your computer, and you just stick the chip in this from the camera, and move the photo files using Windows Explorer! Same with your Web-based music player. This won't kill EMC, at least not yet, but it will open up an entirely new market for simple data files of all types you won't need to put on hard drives. You don't need anything complicated, it just serves as another drive, like a Zip or floppy. In another year or two we'll all be carrying around tiny little flash chip wallets. We'll have 1 Gigabyte cards with all the stuff we need on them. Stick one in the car dash to play music. Pull out your chip in your old phone and put it in your new one. Download half your hard drive to the little chip before you go home (It's much faster than a serial port), stick it in your gizmo at home, and keep on working. In another two or three years, full function computers will only be limited by the size of the screen you want, much like televisions are today. --------------------------------------------------------------------------------