To: hueyone who wrote (13460 ) 7/31/2000 8:01:41 PM From: Ausdauer Read Replies (1) | Respond to "I suspect the conclusion that SNDK has all the pieces of the puzzle and could easily position itself as a low cost producer in this embedded market segment is not a given. If SNDK were to enter this market, they might end up purchasing the low density controller component from SSTI , just like SSTI is purchasing the high density NAND component of the modules from Samsung and Toshiba." mass storage product . The primary component of this is ultra-high density flash . You could argue that SSTI will make a "high margin component" (a controller) that contributes to the function of ADC, but when all is said and done it is the features of the storage component and pricing that will distinguish one product from another (assuming ATA-compatibility is achieved). SSTI could end up taking a bath on the ultra-high density component that would neutralize any advantage of their low cost controller. SanDisk, as a turnkey supplier of each of these core components, still remains a likely candidate as a low cost producer of embedded ATA mass flash storage products. Also, the longstanding OEM relationships with the likes of Canon, Kodak, HP, Nikon,... will help SanDisk get their foot in the door if the trend goes in favor of embedded products over flash cards.FROM THE ADC PRESS RELEASE: SST’s ADC products provide complete IDE hard disk drive functionality and compatibility in a multi-chip packaged device. The product is ideal for embedded mass data storage applications that require low power and high performance yet at the same time, smaller and more reliable mass storage.The ADC product uses the same proprietary ATA controller technology as SST’s highly acclaimed CompactFlash card products. SST’s ATA controller employs a novel architecture that integrates advanced system-level support critical to mass data storage applications.
