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

To: orson sanderson who wrote (12010)	6/16/2000 9:24:00 AM
From: Ausdauer	Respond to of 60323

"Do we really need more storage when wireless gets faster? Doesn`t it seem that we store more when nets are slow." Orson, I actually see improvements in wireless infrastructure increasing the need for non-volatile data storage, not detracting from it. IF AND WHEN a wireless network is deployed in the USA that is capable of supporting the applications you are presenting here it will remain to be seen whether flash is displaced. Currently this apocalytptic scenario is difficult for me to get my arms around. I think you can make an equally strong argument that wireless access and flash memory storage will interact in a symbiotic fashion. Having said that, for those who are worried about the wireless invasion I suggest everone start looking for articles that try to predict the time course of 3G deployment in the USA. There are any number of obstacles that need to be overcome. The "wireless vs. local flash storage" debate on Yahoo! has tried to make points similar to those you are making Orson. I think each investor needs to make up their own mind about the interaction between these technologies and whether wireless is actually "disruptive" to flash or "facilitative" (is that a word?). The same decision needs to be made about flash "commoditization" as you pointed out in your earlier post. "Commoditization" is the best thing for an open & proprietary standard like CF and MMC. It was built into the grand plan with the formation of the CFA and MMCA. I still believe commodity status has been wielded as a weapon against an investment in SanDisk when, in fact, an equally compelling argument can be made that "commoditization" is just what SanDisk needs. These are "make or break" issues for SanDisk. Each SNDK investor needs to come to grips with these potential potholes in SanDisk's road to success. Ausdauer

To: orson sanderson who wrote (12010)	6/16/2000 7:17:00 PM
From: DukeCrow	Read Replies (1) \| Respond to of 60323

Do we really need more storage when wireless gets faster? Doesn`t it seem that we store more when nets are slow. No matter how fast wireless networks are, the fact is that spectrum is a scarce resource and needs to be conserved. The wireless networks won't support everyone streaming music all the time. They are a shared resource and latency may be used as a weapon to clear up traffic jams. Wireless is much better suited to delivering bursty data, which means caching and temporary storage will be needed to smooth out the bursts. Flash and SRAM working in tandem can solve that problem. Don`t you think that all the hardware maker will go bankrupt if everything can be upgraded using flash and as such they will prefer that we buy NEW stuff with or without flash as the case maybe. Did computer makers go bankrupt when PC harddrives and memory could be upgraded? Increased storage won't be the only reason to buy a new handset, at least I hope not. Ali