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To: Zeev Hed who wrote (11015)5/12/2000 5:46:00 PM
From: Ausdauer  Read Replies (1) | Respond to of 60323
 
Zeev, Thanks for the primer on die shrink.

As we posted here a few months ago, QCOM is designing in MMC compatibility for its latest chipsets. The last news posted indicated that this included the 5100...

Message 13677299

If you look at the specs on the newest MSM5100, they support the SNDK MMC module directly. Which says you can use the MMC disk (which can go up to 20 Mbytes) to store any kind of local data on your cellphone, such as MP3's, email spooling, downloadable user functions, etc. the pdQ could benefit from this type of thing to allow the user to down load tons of Palm apps directly. Look for some great functions from all the mfgs of CDMa phones in about a year when the 5100 gets out there.

Can any QCOM investors give us an idea about the implications of this design-in? Here are some relevant posts...

Message 12924004
Message 13042603
Message 12925560
Message 13461472
Message 12892007
www8.zdnet.com

I believe that if G3 phones will make accomodations for removable flash memory (MMC) and the potential OS's competing for acceptance (EPOC, Pocket PC, Linux for mobile applications) make similar accomodations, the standards for removable memory will converge on yet another SanDisk solution. I personally believe Memory Stick takes up too much real estate. Also, if you need a separate ASIC to use SmartMedia, this product will never be transitioned to the cell phone market where real estate is even more valuable than in Silicon Valley.

Also, until the Palm OS supports a FAT file system it would seem that IDE/ATA compatibility is not possible. Any software engineers out there that can comment on this?

Ausdauer



To: Zeev Hed who wrote (11015)5/13/2000 1:05:00 PM
From: Bargain Hunter  Read Replies (2) | Respond to of 60323
 
Zeev, do you know how the feature shrink might affect yields? Your 32% estimate seems to be based on raw dice. Would the number be different for useable parts?



To: Zeev Hed who wrote (11015)5/16/2000 8:07:00 PM
From: Ausdauer  Read Replies (2) | Respond to of 60323
 
Could this hurt our prospects?

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Ausdauer