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

To: NY Stew who wrote (13033)	7/18/2000 8:46:51 PM
From: Ausdauer	Respond to of 60323

Stew, The trend with the newer Sony, Panasonic (and now Canon) camcorders is compact size, digital capture and still image capability at a reasonable resolution with flash memory for storage. It doesn't seem that these will be high demand items for MMC just now. At some point it remains possible that a flash card could take the place of the digital recording tape, but that is many years away. I can't imagine this as a megamarket given these camcorders are BIG TICKET items and digital tape is extremely cheap. The bigger question is why Canon is a member of the SD Memory Card Association (SDA)? I couldn't figure this one out. The beauty of the SDMC is the backwards compatibility with MMC which will allow MP3 player manufacturers to design SDMI compliance with unprotected MP3 capability and allow the consumer to decide how the devices will be used. But Canon in the SDA??? I still haven't figured it out. Aus

To: NY Stew who wrote (13033)	7/18/2000 9:01:13 PM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

SSTI earnings snippet... "During the second quarter, we continued to execute our diversification strategy by expanding our market presence in a very broad range of applications in the digital consumer, networking, wireless communications and Internet computing markets. We saw strong growth of product shipments in many applications including set-top boxes, digital TVs, CD-RW drives, DVD-ROM drives, DVD players, MP3 players, network switches and routers, DSL modems, pagers, cellular phones and cordless telephones." Damn, SSTI is just about everywhere. I am a great SSTI consumer!!! In the last year I have bought a new PC with a CD-RW, an MP3 player (2 actually), a DSL modem, a cellular phone and three cordless phones for my home. I also own a 1990 vintage Motorola pager. I noticed that SSTI total revenues exceeded $100 million this quarter which is a phenomenal top line growth rate. They seem to be executing well despite the number of larger competitors in their market. Remarkably, this astronomic growth is based primarily on product revenues. Licensing fees are actually declining over the same time period for SSTI. This is a major difference between SSTI and SNDK. The IP is bartered for manufacturing considerations in SSTI's case, while SNDK has a nice revenue stream and is taking manufacturing into its own hands (in addition to the fabless part of the business). Meanwhile, SNDK is forced to spend a great deal of money trying to enforce patents and wait it out while SSTI is capitalizing on the fact that they have manufacturing capacity at hand, strong manufacturing partners, and product available & ready to ship. I still see SSTI and SNDK as totally different animals and wish I currently owned both. Oh well. Ausdauer

To: NY Stew who wrote (13033)	7/18/2000 9:07:57 PM
From: Ausdauer	Read Replies (3) \| Respond to of 60323

Stew, I gave a lecture last week and had a great SanDisk moment. I did the entire PowerPoint slide show from a CompactFlash card including graphics. I created the presentation on my PC and then just copied it to the card. The day of the lecture I showed up with a PCMCIA adapter and the CF card. The lecture hall was equipped with a laptop. All it took was a few seconds to insert the CF card (recognized as a "SunDisk" ATA memory card) and a few clicks. I felt very liberated and never travelled so light before. The file was way too big to fit on a floppy and I didn't want to chance it by bringing a Zip disk just to find out there was no Zip bay. CompactFlash is a great solution in this instance. It has always ticked me off at national conventions that each speaker has to bring their own laptop to the podium. So much time is wasted switching all the connections, rebooting when necessary,... Now all we need is a CF slot in each of those LCD projectors and the capability to read *.ppt files. Ausdauer