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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?


To: StockHawk who wrote (28774)7/25/2000 7:14:37 PM
From: Ausdauer  Read Replies (3) | Respond to of 54805
 
Bluetooth and removable storage

Hawk, Tom, UF and others...

One of the technologies that I did not consider in my original G.G. thesis was Bluetooth. The arguments that have been made of late (with respect to SNDK) are along the lines that all one needs is a limited amount of on-board memory and the ability to send information wirelessly to some central storage device. All of a sudden the market for removable storage disappears.

In some ways I think practicality is being thrown out the window. I share Stock Hawk's feelings about this.

Message 14103815

Even if I had the availability of an "always on" digital wireless connection via a cell phone and a Bluetooth connection between my camera and this imaginary phone the following questions remain...

1) Do I want to carry two devices?
2) Do I want to worry about two sets of batteries?
3) Am I certain I will have a constant connection to a central file repository (while roaming around Yellow Stone)?
4) Will my cell phone company want me sending up 500KB photos into a congested network? What are the data transfer speeds?
5) Do I want reassurance in the form of a back-up file on the on-board memory until I can verify the file is sent and accepted? How much memory does this require?
6) When I grow out of my camera do I get rid of the flash memory too or is it portable? How many times am I willing to pay for an inexhaustible media like flash?
7) How many pictures do I take within 20 feet of my desktop PC? Within 20 feet of my laptop? Within striking distance of the closest wireless phone node?

Right now I view Bluetooth as a potential threat, but not one without significant barriers both from a cost and technological perspective. How many people are willing to upgrade their laptop or desktop PC just to fiddle with the latest wireless invention? At this point people are still struggling with serial, parallel and USB. Adding "Bluetooth" to the mix doesn't guarantee acceptance by the population at large, regardless of what it promises.

The flash card manufacturers like SanDisk will do well to promote the key features of their products...

...durability, reliability, portability, permanence.

Flash cards are also personal and personalizable.

Removable memory gives users a certain degree of reassurance. It is tangible. It houses highly personal stuff. There is a definite tactile confirmation of security. Wireless solutions don't offer these features. The desirable characteristics I speak of are engrained from prior user experiences with previous standards such as floppies and Zip disks. Flash cards are a natural progression for end-users.

All IMHO,

Ausdauer