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

To: Ausdauer who wrote (11946)	6/13/2000 8:52:00 PM
From: Steve 667	Read Replies (1) \| Respond to of 60323

Ausdauer and thread, Thanks for your response re: SSTI. Regarding SSTI entering the upper-end of the flash market, I was surprised to find this page on their site. ssti.com ssti.com I was not aware that SSTI made compact flash cards for cameras. It seems that the more I read on the subject of flash memory, the more confused I become. I am not an electrical engineer like you so I apologize if some of my questions seem trite. Aus, I have also read your 2 part summary of Sandisk, the Flash Pure memory Play, several times and followed the included links. It is an excellent summary of the company and the industry. Thank you for your effort. I only wish I could find similar research when looking at other companies as potential investments. But again not being an engineer, I find myself with more questions (mostly with the flash memory industry in general) each time I read it. My biggest question is how well Sandisk will do in the areas other than camera flash cards and MP3, such as cell phone applications. I cut the following quote from an Intel page: "Intel also will use flash demand to boost sales of other products. Ron Smith, general manager of the company's wireless computing group, said recently that Intel is working on "integrated solutions" for cell phones that would combine most of the necessary silicon--flash memory, digital signal processors and microprocessors--into a single package. " Another concept I wonder about is the code storage vs. data storage. Could code storage FM just as easily be used for data storage? Yes, INTC, and AMTL primarily manufacture "code storage" memory, but what prevents them from using that same flash memory technology to store data and compete with Sandisk? And visa versa. Could Sandisk data flash memory be used for code storage and how would it compare? As I understand it, 2 things give Sandisk the edge. Size and the self contained controller. Size. How important is size and what magnitude difference are we talking about. The cards are so small now, that if you made them 3 times as thick, this would hardly make that much difference for the consumer. Controller. In all the other manufactured flash memory, do they not all have some kind of controller? For example even SmartMedia uses a controller but it is just not included in the card itself. But it still requires a controller in the camera itself in order to function. So what about all the other flash memory being made for other uses? Do they also use a controller (included or separate) of sorts in order to function? Well, these are just some of the things I am trying to figure out. I would appreciate any comments on these subjects anyone on this thread cares to make. Steve 667 Sandisk....Big Memories, Small Packages