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

To: Allegoria who wrote (12476)	7/3/2000 8:06:28 PM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

Eric, I still remain confused on several issues. To be honest, I am not following all of your logic in the SSTI and SNDK comparisons. In the final analysis I feel comfortable stating that I don't think SSTI represents a significant threat to SanDisk's flash card business for reasons I have explained. Similarly, I don't think SSTI has to worry about SanDisk becoming a specialist in ultra-low density 2Mbit or 4Mbit flash technology...they are operating on the other end of the rainbow. I am not sure your emphasis on SanDisk's manufacture of NAND is at all accurate. I take exception to that statement. My understanding is that only the FlashVision JV will produce NAND because of cell size issues (and advantage over NOR) and Toshiba's lithographic expertise. I thought the remainder of SanDisk's manufacturing capabilities are dedicated to NOR flash. Eli addressed this specifically after the MOU was announced last December. I also don't see how SanDisk is "pinning its hopes" on SDMC. SDMC is there because of copyright issues and impediments to the secure passage of digital information between parties. SDMC is a slice of the pie, but not as important as CF, MMC or flash drives for the telecom industry. The utility of SDMC is yet to be defined. The SDA is there to insure that its member companies have a hand in setting a new standard for removable memory so that Sony doesn't walk away with the whole ball of wax. I think at this point we should agree to disagree on several points. I don't have a problem with that. I think time will tell which direction these two companies are headed. I don't expect a head-on collision any time soon. Cheers, Ausdauer

To: Allegoria who wrote (12476)	7/3/2000 8:06:26 PM
From: Ausdauer	Respond to of 60323

Eric, I still remain confused on several issues. To be honest, I am not following all of your logic in the SSTI and SNDK comparisons. In the final analysis I feel comfortable stating that I don't think SSTI represents a significant threat to SanDisk's flash card business for reasons I have explained. Similarly, I don't think SSTI has to worry about SanDisk becoming a specialist in ultra-low density 2Mbit or 4Mbit flash technology...they are operating on the other end of the rainbow. I am not sure your emphasis on SanDisk's manufacture of NAND is at all accurate. I take exception to that statement. My understanding is that only the FlashVision JV will produce NAND because of cell size issues (and advantage over NOR) and Toshiba's lithographic expertise. I thought the remainder of SanDisk's manufacturing capabilities are dedicated to NOR flash. Eli addressed this specifically after the MOU was announced last December. I also don't see how SanDisk is "pinning its hopes" on SDMC. SDMC is there because of copyright issues and impediments to the secure passage of digital information between parties. SDMC is a slice of the pie, but not as important as CF, MMC or flash drives for the telecom industry. The utility of SDMC is yet to be defined. The SDA is there to insure that its member companies have a hand in setting a new standard for removable memory so that Sony doesn't walk away with the whole ball of wax. I think at this point we should agree to disagree on several points. I don't have a problem with that. I think time will tell which direction these two companies are headed. I don't expect a head-on collision any time soon. Cheers, Ausdauer

To: Allegoria who wrote (12476)	7/3/2000 8:06:26 PM
From: Ausdauer	Respond to of 60323

Eric, I still remain confused on several issues. To be honest, I am not following all of your logic in the SSTI and SNDK comparisons. In the final analysis I feel comfortable stating that I don't think SSTI represents a significant threat to SanDisk's flash card business for reasons I have explained. Similarly, I don't think SSTI has to worry about SanDisk becoming a specialist in ultra-low density 2Mbit or 4Mbit flash technology...they are operating on the other end of the rainbow. I am not sure your emphasis on SanDisk's manufacture of NAND is at all accurate. I take exception to that statement. My understanding is that only the FlashVision JV will produce NAND because of cell size issues (and advantage over NOR) and Toshiba's lithographic expertise. I thought the remainder of SanDisk's manufacturing capabilities are dedicated to NOR flash. Eli addressed this specifically after the MOU was announced last December. I also don't see how SanDisk is "pinning its hopes" on SDMC. SDMC is there because of copyright issues and impediments to the secure passage of digital information between parties. SDMC is a slice of the pie, but not as important as CF, MMC or flash drives for the telecom industry. The utility of SDMC is yet to be defined. The SDA is there to insure that its member companies have a hand in setting a new standard for removable memory so that Sony doesn't walk away with the whole ball of wax. I think at this point we should agree to disagree on several points. I don't have a problem with that. I think time will tell which direction these two companies are headed. I don't expect a head-on collision any time soon. Cheers, Ausdauer

To: Allegoria who wrote (12476)	7/3/2000 8:06:26 PM
From: Ausdauer	Respond to of 60323

Eric, I still remain confused on several issues. To be honest, I am not following all of your logic in the SSTI and SNDK comparisons. In the final analysis I feel comfortable stating that I don't think SSTI represents a significant threat to SanDisk's flash card business for reasons I have explained. Similarly, I don't think SSTI has to worry about SanDisk becoming a specialist in ultra-low density 2Mbit or 4Mbit flash technology...they are operating on the other end of the rainbow. I am not sure your emphasis on SanDisk's manufacture of NAND is at all accurate. I take exception to that statement. My understanding is that only the FlashVision JV will produce NAND because of cell size issues (and advantage over NOR) and Toshiba's lithographic expertise. I thought the remainder of SanDisk's manufacturing capabilities are dedicated to NOR flash. Eli addressed this specifically after the MOU was announced last December. I also don't see how SanDisk is "pinning its hopes" on SDMC. SDMC is there because of copyright issues and impediments to the secure passage of digital information between parties. SDMC is a slice of the pie, but not as important as CF, MMC or flash drives for the telecom industry. The utility of SDMC is yet to be defined. The SDA is there to insure that its member companies have a hand in setting a new standard for removable memory so that Sony doesn't walk away with the whole ball of wax. I think at this point we should agree to disagree on several points. I don't have a problem with that. I think time will tell which direction these two companies are headed. I don't expect a head-on collision any time soon. Cheers, Ausdauer

To: Allegoria who wrote (12476)	7/3/2000 8:06:26 PM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

Eric, I still remain confused on several issues. To be honest, I am not following all of your logic in the SSTI and SNDK comparisons. In the final analysis I feel comfortable stating that I don't think SSTI represents a significant threat to SanDisk's flash card business for reasons I have explained. Similarly, I don't think SSTI has to worry about SanDisk becoming a specialist in ultra-low density 2Mbit or 4Mbit flash technology...they are operating on the other end of the rainbow. I am not sure your emphasis on SanDisk's manufacture of NAND is at all accurate. I take exception to that statement. My understanding is that only the FlashVision JV will produce NAND because of cell size issues (and advantage over NOR) and Toshiba's lithographic expertise. I thought the remainder of SanDisk's manufacturing capabilities are dedicated to NOR flash. Eli addressed this specifically after the MOU was announced last December. I also don't see how SanDisk is "pinning its hopes" on SDMC. SDMC is there because of copyright issues and impediments to the secure passage of digital information between parties. SDMC is a slice of the pie, but not as important as CF, MMC or flash drives for the telecom industry. The utility of SDMC is yet to be defined. The SDA is there to insure that its member companies have a hand in setting a new standard for removable memory so that Sony doesn't walk away with the whole ball of wax. I think at this point we should agree to disagree on several points. I don't have a problem with that. I think time will tell which direction these two companies are headed. I don't expect a head-on collision any time soon. Cheers, Ausdauer