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To: Ausdauer who wrote (13176)	7/21/2000 12:37:57 AM
From: thecalculator	Read Replies (2) \| Respond to of 60323

<<Bin Yeh stated that Bluetooth applications and ATA compatible embedded flash together are going to walk away with the flash card market.>> What Mr. Yeh is probably inferring is that the removable flash card will become passe', if not considerably less convenient, in a future with further confluence of Moore's and Metcalf's Laws, and greater wireless bandwidth. Is it not reasonable to expect the brunt of storage needs for PDA's/cameras/ etc. in the future will occur on the network, with the on-board solid-state memory remaining fully embedded...acting as a (rather large) cache? At least there would be less likely the chance of someone fumbling their whole address/telephone book down a sidewalk crack. <<He also stated that the ADC product we have discussed here will be made from their proprietary controller technology utilizing Superflash and "commodity flash components". I think we all know what that means.>> For one thing, I think it means Eli is hedging his bets...by investing in Tower. thecalculator

To: Ausdauer who wrote (13176)	7/21/2000 3:27:21 AM
From: Allegoria	Read Replies (3) \| Respond to of 60323

What a beautiful run...Growing awareness by the street of the potential market place in which SNDK participates should continue to push us higher and higher. Ausdauer - once again your comments regarding SSTI leave me amazed. One minute you are wishing you were invested in SSTI (ref: siliconinvestor.com and the next you are bashing the company...time to ask you to put up some facts to support your claims: You wrote: We are talking 2Mbit and 4Mbit products folks. Yes Ausdauer, which by the way is by far the largest part of the total flash market.(by about 2/3!)! There is no conceivable mechanism by which they can produce a cost-effective 64 MB embedded flash disk (ADC) with their current technology. "No conceivable mechanism"...it is fair to ask you to back that statement up with facts and figures. Lets try to be precise too, so that we don't have to come to some "understanding" this time. Ausdauer, what part of the process within the SSTI ADC manufacturing process is "inconceivable"? Specifically, what component of the ADC are your referring to...or have you purposely left yourself an out on this statement by declaring for us what is cost effective and what is not? Why is there "no conceivable mechanism by which they can produce a cost-effective 64 MB embedded flash disk (ADC) with their current technology." By the way...they are making ranges of ADC densities...so does your statement hold for the other densities as well? Bin Yeh stated that Bluetooth applications and ATA compatible embedded flash together are going to walk away with the flash card market. Oh really..is that what he said? Could you PLEASE refer the thread to this statement you have attributed to Bing Yeh? I didn't hear it on the conference call, so surely you can point the thread to the printed reference. Thanks Ausdauer! He also stated that the ADC product we have discussed here will be made from their proprietary controller technology utilizing Superflash and "commodity flash components". I think we all know what that means. Uhhh...excuse me...I guess I don't know what it means - can you tell me what it means? Does it have somethign to do with contradicting your first statement about the ability to "produce a cost-effective 64 MB embedded flash disk"? The rest of your post speaks for itself...but I hope you don't turn back to the tactics of bashing one company over the other...because as we all know that for now - they compete in different markets. Good luck to the longs! Eric