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

To: techreports who wrote (14302)	8/26/2000 8:43:03 AM
From: Ausdauer	Read Replies (2) \| Respond to of 60323

Hmm...i don't know if i believe this. How could Intel not compete? If Sandisk is such a tough competitor, how come they only have 28% market share? The Intel Compact Card garnered only 2 design-in wins that I am aware of. One was an HP low-end digicam and the other was a handheld digital dictation unit. SanDisk has only 28% market share because it created an open standard for CompactFlash and MMC and SDMC. They never assumed they would be capable of supplying the entire market (or even wanted to). Also, OEM's wanted guarantees of second sourcing to keep pricing competitive. They also will hopefully escape the legal battles that Microsoft has had of late because of this open, yet proprietary architecture of their products. Not gorilla like? NTAP has over 60% share. Cree has over 90% share of SiC. QCOM owns CDMA, ect..ect... <see above> Ausdauer

To: techreports who wrote (14302)	8/27/2000 1:17:22 PM
From: StockHawk	Read Replies (1) \| Respond to of 60323

>>As has been stated multiple times, Intel exited this market because it could not compete with SNDK.<< Hmm...i don't know if i believe this. How could Intel not compete? Doubt is good. Facts are good too: "Intel Sells Flash Card Business To Centennial (01/03/00, 3:11 p.m. ET) Electronic Buyers' News Intel has sold off its once-promising flash memory card business to Centennial Technologies, which hopes to use the technology and product line to increase its presence in the networking and telecommunications markets. In exchange for the business, Intel received 16 percent of Centennial's outstanding shares, a note for the amount of $6 million, and $4.5 million to be paid upon the fulfillment of certain unspecified contingencies. The sale marks a rather inglorious end to Intel's flash card dreams, which were shattered following the success of rival technology developed by SanDisk. Intel's linear flash-based Miniature Card, a device with no on-board controller, relies chiefly on sophisticated software and interaction with the system's host CPU to enable a small-format storage medium aimed at devices like digital still cameras and PDAs. While Intel's groundwork in the field has helped it maintain its lead in the discrete flash IC market, its Miniature Card was defeated in a heated standards battle with SanDisk's CompactFlash. The field has far from narrowed, however, with CompactFlash now fending off challenges from several other card technologies, such as Toshiba's SmartMedia device and the MemoryStick from Sony. " Seems Intel also had trouble competing with QCOM: " Intel Backs Away From CDMA Chip Market (08/25/00, 5:33 p.m. ET) By Mark LaPedus, Semiconductor Business News In a setback for its fledging cell phone semiconductor business, Intel is quietly backing away from the CDMA chip set market as part of a plan to focus on new and more promising wireless IC segments, SBN has learned. The Santa Clara, Calif.-based company entered the IS-95-compliant chipset market for CDMA handsets only eight months ago after agreeing to acquire cell-phone IC specialist DSP Communications Inc. for $1.6 billion. But Intel Corp. (stock: INTC) had little luck in garnering design wins in CDMA, due in part to stiff competition from the leading supplier of chip sets in this booming business -- Qualcomm Inc." StockHawk