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: Steve 667 who wrote (13555)	8/3/2000 5:03:16 PM
From: Ausdauer	Respond to of 60323

Steve, handheld devices are changing rapidly. Message 13963910 Thanks for your EBookman post. I made reference to that device during the PC Expo show in NYC a few weeks back. Franklin is the grandfather of flash memory card inserts. I remember seeing the Franklin language and Bible handhelds more than 10 years ago and long before anybody even knew what a Palm was. A few weeks ago I posted a piece about Bill Joy of Sun Microsystems. He wanted alternate power sources to generate energy for the cellular uplink for newer PDA's. His vision is now coming true... Message 14090433 Sneaker Power!!! Keith Collins, president and chief executive of AladdinPower, said that about two to three minutes of pumping on the handheld charger gave a cell phone user approximately 20 minutes to use the phone, depending on the vigor of the pumping. nytimes.com Ausdauer

To: Steve 667 who wrote (13555)	8/3/2000 5:09:41 PM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

Steve, You points on MP3 are well taken. When CF first hit the scene you really could use an 8 or 16 MB card in a 640 x 480 resolution camera and be happy. As camera resolution increases those same cards are now obsolete. SanDisk has trouble manufacturing 8 MB cards because of their transition to 256 Mbit. When MMC hit the scene that same 8 or 16 or 32 MB of storage was inadequate for the MP3 market. The sweet spot will be 64 MB and above which will require 512 Mbit technology for cost effective manufacture. Thus, we are behind a bit with MMC in MP3 compared to CF in digital cameras. One fear I have is that most MMC sales are going toward OEM bundles and fewer are being sold in the aftermarket. Thus, sales ramp ups are currently reflecting new design-ins and OEM sales. Sooner or later the demand may fall if smaller OEM's drop out of the MP3 market or if aftermarket sales fail to materialize, or, heaven forbid, if both occur simultaneously. SanDisk needs to get FlashVision up and running ASAP. Sooner or later we may start seeing MMC digital cameras. Right now capacity concerns prevent this. I still favor the CF form factor in digital cameras because it is a nice handy size and it is cool. Don't forget the cool factor. Ausdauer