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

To: Ausdauer who wrote (13848)	8/11/2000 12:25:54 PM
From: wily	Respond to of 60323

Aus, You're exactly right that the biggest issue for these nv wanabees is their scalability in density. The biggest FRAM product right now is 256kbits and a 1Mbit is supposed to be well on the way. Their advantages over Flash are speed and endurance. I'm not sure how costs compare -- probably pretty close. But I think FRAM will be VERY slow scaling up in density. I'm a bit concerned about the MRAM's, especially the Prinz/Navy stacked-ring design that supposedly doesn't need transistors. Sounds like it could be made very dense -- theoretically. I don't know if it has impediments to scaling from extremely exacting processing requirements as in the other magnetoresistive designs. My concern is because I'm an OUM investor (via ECD) and I would like OUM to have the entire market if/when it makes it there. It's still kind of early to speculate though, IMO. A company like Sandisk has an extreme vulnerability in this respect, and it may have something to do with the stock price -- I really don't know. wily