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

To: Ausdauer who wrote (14307)	8/26/2000 1:32:01 PM
From: Road Walker	Read Replies (1) \| Respond to of 60323

Aus, Intel is fond of setting standards, not manufacturing to standards that other companies have set. To say that Intel couldn't compete, well, I think it would be more accurate to say that they chose not to compete. On another subject, do you think that the Bluetooth standard could eventually become a problem for SanDisk? If you can transfer data from you digital camera wireless to your PC, then flash doesn't need to be removable. I know that you would have to have a ton of fixed flash in the camera, but eventually that may be economical. Just looking for chinks in the armor. John

To: Ausdauer who wrote (14307)	9/1/2000 3:45:06 PM
From: Binx Bolling	Respond to of 60323

ALTERNATIVE FLASH TECHNOLOGIES We also face competition from products based on multilevel cell flash technology such as Intel's 64 megabit and 128 megabit StrataFlash chips and Hitachi's 256 megabit multilevel cell flash chip. These products compete with our D2 multilevel cell flash technology. Multilevel cell flash is a technological innovation that allows each flash memory cell to store two bits of information instead of the traditional Page 26 -------------------------------------------------------------------------------- single bit stored by the industry standard flash technology. In the second quarter of 1999, Intel announced their new 128 megabit multilevel cell chip and Hitachi is currently shipping CompactFlash and MultiMediaCard products employing their multilevel cell 256 megabit flash chip. In addition, Toshiba has begun customer shipments of 32 and 64 megabyte SmartMedia cards employing their new 256 megabit flash chip. Although Toshiba has not incorporated multilevel cell flash technology in their 256 megabit flash chip, their use of more advanced lithographic design rules may allow them to achieve a more competitive cost structure than that of our 256 megabit D2 flash chip. edgarpro.com