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

To: AnnaInVA who wrote (11642)	5/31/2000 8:29:00 AM
From: Ausdauer	Respond to of 60323

Anna, the CompactFlash type II cards are in a different class altogether. With a 2.1 megapixel camera a modest degree of compression yields files in the range of 400 to 500KB. The casual user simply would not know what to do with several hundred megabytes of removable storage presently. Also, the high capacity cards are too expensive for the average (non-professional) shutterbug. These cards cost more than a digital camera alone. I think Hitachi is claiming bragging rights here for the highest capacity CF type II card. Hitachi and Samsung represent the toughest competition for FlashVision. I still believe, as Jay has pointed out today, that market elasticity will allow for several large, leading-edge flash manufacturers to survive. As technology advances (and prices decline in step) consumer interest will be piqued. It is sort of like blowing air into a brand new balloon. At first there is resistance, but once the initial opposition is overcome the market expands with greater and greater ease. The biggest resistance from the consumer perspective is price. Finally, there is a lot of elbow room here for those with the advanced technology and lithographic skills needed to produce extremely high density flash chips. FlashVision LLC, Hitachi and Samsung will lead the way, no doubt. Everyone is encouraged to read through Dr. Harari's interview from yesterday. He makes reference to some tricks he has up his sleeve. techweb.com Ausdauer SanDisk...Watch them pull a rabbit out of that hat."

To: AnnaInVA who wrote (11642)	5/31/2000 8:46:00 AM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

I liked this quote from Jay's Forbes article... "True New Economy weirdness is how these exponential gains in hardware supply spur yet more demand. Say again? Don't supply gains always hurt demand? Not here, folks. What happens is that new software gets written to soak up supply. Always. Double chip speeds, and presto!--a new software app, like, say, voice recognition, suddenly works. Double storage, and bingo!--here comes digital photography. Double bandwidth, and voil…!--you've got Napster. Jay, this is anything but O.T. Give yourself some credit. Ausdauer