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To: DukeCrow who wrote (12274)	6/27/2000 10:19:00 AM
From: Ausdauer	Respond to of 60323

Ali, I think Sony's biggest mistake is trying to take on highly successful companies and displace their customer base. I give them credit for trying, but the cost seems enormous. A primary example is the promotion of Memory Stick to displace CF/MMC/SM customers and OEM's employing these technologies. Yet another example is challenging Handspring/Palm. As far as Palm is concerned they may be happy just licensing the OS, but the hardware sales are not insignificant. I doubt they would give away market share without a fight. Today's announcement is definitely a blow to Sony and a very substantial endorsement of MMC/SDMC. The trend toward a more compact solution to CompactFlash is clearly established today. Ausdauer

To: DukeCrow who wrote (12274)	6/27/2000 10:22:00 AM
From: Ausdauer	Respond to of 60323

I see a distinct divide now being drawn between the digital camera market (CompactFlash) and the handheld markets (SDMC/MMC). More excellent news today... "The SD Card, which SanDisk co-invented, is poised to become the next standard for adding memory and connectivity to a wide variety of portable devices," said Nelson Chan, senior vice president of worldwide marketing for SanDisk Corporation (Nasdaq: SNDK chart, msgs). "As the world's largest supplier of flash memory cards, we expect that SanDisk SD cards will be purchased as a key accessory product by the many users of new cell phones, Internet music players, camcorders, digital cameras, handheld computers and other popular portable products. We are happy to work with Socket and other industry leaders to help define the SD I/O specification as a platform-independent standard." siliconinvestor.com Ausdauer