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

To: wily who wrote (13847)	8/11/2000 11:42:31 AM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

Wily, MRAM or FRAM have the potential to shorten SanDisk's competitive advantage period. Thus, bringing it up for discussion is fair. I think you are catching most of the thread participants in a very weakened state and I appreciate your parsimony in utilizing BOLD and CAPS. I suspect there are similarities between Magnetoresistive RAM and Ferromagnetic RAM. I posted earlier about how FRAM could replace lower density flash applications. Code storage is a perfect use for FRAM. Thus, we should get some warning cry before the ultra-high density data storage market is threatened. The argument in favor of the attributes of FRAM/MRAM are not easily carried over to the flash-based data storage market. Message 13344014 I have also read several interviews with Stuart Parkin and the question that remains is whether small geometries of MRAM will be limited by cell-cell interactions from induced magnetic fields or fluxes. The GMR effect is apparently amplified at small cell (ring) sizes, but cells also come into closer proximity. This may limit the scalability of MRAM. I am also not sure if binary MRAM will be able to compete on a cost basis with higher order MLC in the data storage arena. The argument for MRAM is clearly more compelling in the low density code market where MRAM can actively participate in computational functions and where MRAM has significantly less fatiquability. Message 13731026 Message 13731009 All IMHO Ausdauer...the king of BOLD and CAPS (a.k.a. the SanDisk shill who doesn't know the difference between SRAM and DRAM)