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

To: Ausdauer who wrote (10764)	5/3/2000 1:59:00 AM
From: Danny Chan	Read Replies (1) \| Respond to of 60323

Ausdauer, some more questions: 1. you can buy Compactflash memory from Kingston or Simple. Are they licensing from Sandisk or others? 2. how is SNDK's market share? a quick look at the article link suggests that among the top 60% share in digital camera, only Kodak uses Compactflash. Olympus uses smartmedia and Sony uses it's own memory stick. But Sandisk do seem to receive the widest support among all camera makers. 3. how close is DRAM price affect its business? I think the cost will be an important factor for the future of solid state storage. At the current price ($60 for 32M), it is still a little on the expensive side to be stocked in large quantity for consumer. Most likely, it will be used heavily with PC to refresh content. I recall someone compared the solid state storage with the passing fade of Zip from Iomega. I thought the Zip's trouble lies in the fact that majority of the file exchanges are sufficient using just 1 floppy disk, and a large portion of them can also be easily done today through the Internet. the combination of ever more networked PC environment and the rise of inexpensive CD recording technology killed it. I think the most important advantage is that solid state storage can potentially serve many different markets while zip serves just one market - PC. Compare with Zip, solid state storage is a more radical innovation than its precedents with the semi storage technology coming in higher capacity and at lower cost. Danny