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 (13568)	8/4/2000 2:23:47 AM
From: techreports	Read Replies (1) \| Respond to of 60323

It might be a car radio with a CF slot instead of a tape deck or CD player. Hey, i've read projections that CF will replace CD players or tape in Camcorders. But can we really expect to see CF replace those other forms of media? I think it makes sense in digital cameras and mp3 players.. In my opinion, a writable DVD rom would be perfect for a camcorder, however cost will keep this technology from becoming popular in the near term. Compact flash does allow camcorders to be smaller, which seems to be pretty important feature (maybe less moving parts, too?). There is also the threat from wireless (which i think was discussed on the GG thread, however, i can't remember the conclusion). QCOM would love to see CDMA used in digital cameras. Ausdauer could you answer my other questions? How big is the CF card market expected to be in the next few years (i think it was 10B by 2005 or somtin, but not sure)? What % share does SNDK have right now? What % do they get royalties on? thx. p.s. Is Sandisk expected to get royalties on all CF going forward?

To: Ausdauer who wrote (13568)	8/4/2000 8:47:58 PM
From: Craig Freeman	Respond to of 60323

Ausdauer, there may be a use for old 8MB CF cards ... a "CF Memory Cube". A small cube with a little circuitry could hold 8-10 CF cards and make them appear to an MP3 player as one large CF card. A nifty addition to your auto stereo system. For theft protection, instead of hiding your CD changer in the trunk, pop the memory cube into your pocket! A "deluxe" cube could include features like the ability to copy songs from one card to another with a single button, merge songs from several small cards onto one larger card, etc. If anyone uses this idea and actually produces this product, I expect a handful of cubes (complete with SNDK CF cards) as my "royalty" :-) Craig