Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Ausdauer who wrote (13449)	7/31/2000 2:43:13 PM
From: ralessipvh	Read Replies (2) \| Respond to of 60323

the chop chop was discussed on the cc I got the impression this wasn't planned but was done out of necessity they can allocate the wafer for 64, 128 or 256 but there is some changing (time) that needs to be done to convert bt them. you have the details right double chop a 256 card--Eli stated it was done b/c they didn't exactly estimate their needs right of 8MB -"this won't happen again" and it apparently was more economical to do it that way than to reallocate ( right word?) certain wafers to 8MB I don't know enough to answer the rest of the tecnicals of your question and as far as I recalll---those details weren't discussed in the CC Now, can you give me your overall impression in investing in Tower ??? Rick

To: Ausdauer who wrote (13449)	7/31/2000 3:08:55 PM
From: wily	Respond to of 60323

Aus, regarding the chop-chop -- I don't think they're splitting chips -- maybe they are cannibalizing the chips from larger density cards -- for instance, taking 8 128Mbit chips from one 128MB card to make 16 8MB cards with 2 chips each inside. Once a chip is manufactured you can't divide it into more/smaller chips. regarding D2: you might be interested in the MLC discussion in this pdf from the Intel website: developer.intel.com It boils down to having 4 programmable voltage states rather than 2. Is Sandisk already getting chips from .18um fabs? I would think this would be necessary for 256Mb densities. But, I thought in the CC they said that they were only now transitioning to .24um. wily L F cell size cells Mcells per Mbits/array (um^2) per um^2 1/4"X1/4" @ 2bits/cell array .28 10 0.78 1.28 51.4 103 .25 12 0.75 1.33 53.7 .25 10 .625 1.6 64.5 129 .25 8 0.5 2.0 80.6 .24 10 .576 1.74 70.0 140 .18 12 .389 2.57 103 .18 10 .324 3.09 124 248 .18 8 .259 3.86 155 .18 6 .194 5.14 207 .18 4 .130 7.72 311 .18 2 .0648 15.4 622 .13 10 .169 5.92 238 476 .12 6 .0864 11.6 466 .12 4 .0576 17.4 700 .12 2 .0288 34.7 1400