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

To: thecalculator who wrote (13197)	7/21/2000 2:59:53 AM
From: Allegoria	Read Replies (1) \| Respond to of 60323

Calculator: I think you - for one has his eyes on the horizon. I am not sure your statement came out right though...did you mean reasonable or unreasonable? You wrote: "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." Good luck, Eric

To: thecalculator who wrote (13197)	7/21/2000 9:31:45 AM
From: Ausdauer	Read Replies (3) \| Respond to of 60323

Bin Yeh's remarks... "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." Dr. Yeh's remarks suggest that the high density components they need for the ADC product (similar to FLSH's situation and reliance on Toshiba) are "commodity" items. That is like coal calling the kettle black. If there was any uncertainty at all about the distinction between "commodity" and the Gorilla Game term "commoditization" I think SanDisk settled the issue emphatically with the earnings report this week. It is much to early to start sweating embedded applications and Bluetooth. The infrastructure for Bluetooth will require consumers to make significant upgrades in their home PC's. Embedded applications will increase OEM costs and decrease consumer purchasing power and interest. Some of these issues are even covered in no uncertain terms in Nakhimovsky's piece linked earlier from the SSTI website. Consumers want personal data on visible removable media with a tactile confirmation of security, not in some "black box" embedded chip with a tempermental wireless connection. Ausdauer