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

To: Michael Gaudet who wrote (11834)	6/7/2000 5:33:00 PM
From: Tumbleweed	Respond to of 60323

Do you think that the DVD drives described here pose a threat to Sandisks products: biz.yahoo.com Why would it? No, halodata.com would be more of a 'threat' (250Mb disc in a CF 1 size package) if it ever 1) saw the light of day 2) was cheap enough 3) didn't use much power 4) was reliable enough I suspect that none of the above (1-4) will be true through, especially 2-4. By the time these guys and related ones get their act together, CF will have dropped in price, their cost of manufacture won't, and rotating media has got to be hundreds of times less reliable than no moving parts. Especialy media that will be constantly spinning up and down (to conserve energy) and getting a good jolting around (relatively speaking). Joe The trouble is,

To: Michael Gaudet who wrote (11834)	6/7/2000 5:50:00 PM
From: Tom Chwojko-Frank	Respond to of 60323

DVD drives aren't writable. CF is.

To: Michael Gaudet who wrote (11834)	6/7/2000 6:11:00 PM
From: Ausdauer	Read Replies (3) \| Respond to of 60323

What are the uses for the Hitachi DVD-RAM disks? Michael, The capacity and cost of the DVD-RAM disks is eye-catching, but only one end of the equation. First, 80mm (diameter?) seems a bit large for use in an MP3 player or a cell phone. I doubt that these diskettes will fit in an CF slot or an MMC slot. Second, the OEM cost for an empty CF slot is $1.50 and for MMC/SDMC the 50½ price tag is too good to be true. I don't see how adding a disk drive to a portable consumer device will go over well. Basically the "switching costs" for exiting from the CF/MMC design mold is too great. Many OEM's are unlikely to risk a newly released product line by adopting a new standard, especially one that adds complexity, cost and power consumption to the design. BTW, I am just getting used to my CD burner and I guess it is already out-of-date. The truth is, 650 MB on a single CD is a lot of room for archiving pictures. In fact, it is really overkill. I do have one more purchase in mind for later in the year or next year. If I ever get around to buying a digital camcorder I will be looking for one using a digital tape (I understand these hold about 11 GB of data and cost about $10 each) and the capability to download directly to MMC or CF. My next camcorder may be a Panasonic or JVC. That is unless Epson offers a high resolution digital camera capable of recording digital video with sound. [I am just curious, Michael, since you mentioned it, why you think this is threatening to SanDisk?] Aus