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

To: Gary Kao who wrote (14381)	8/29/2000 5:01:13 PM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

Gary, Fire away!!! I have my DSL line up and running again so I can handle whatever you can serve up. (Now if only Mike Kim would send me a couple of those pin-ups of his GF that I could print out for him.) Aus

To: Gary Kao who wrote (14381)	8/29/2000 7:46:49 PM
From: Ausdauer	Respond to of 60323

Card Attach Rates. I looked at the three 8MB cards I own from camera purchases. The 8MB card from my Epson 850 is presumably (based on the package insert) a Lexar product. It definitely is not a SanDisk card. The 8MB cards from my sister's Canon A50 and my brother's Nikon Coolpix 800 are both of SanDisk origin. With the controller cost and the relatively little amount of flash in these cards I am beginning to wonder if they can be manufactured with any significant profit margin. I still don't comprehend this "chop chop" technique that Eli described. Perhaps SanDisk is losing interest in supplying these low density cards if flash manufacture has migrated to 256Mbit densities across the board. Anyway, if this is the trend, the attach rates that have been mentioned in the past would be limited to aftermarket sales. Perhaps SanDisk is alloting a greater portion of flash usage to 32 and 64 MB MMC and higher density CF cards where the controller cost is more diluted. At retail I have seen very few SanDisk CompactFlash cards available for sale. The shelves are usually bare or nearly bare except for Simple Tech and Lexar cards, primarily 48MB and above. I suspect CF cards in the 16-32MB range are very popular with new camera purchases, particularly starter cameras with resolutions below 2.1 megapixels. The 64 MB cards are still priced above $150.00 at retail and seem to be available fairly consistently. I have been particularly impressed with restocking of Simple Technology cards. I can tell they are moving product because they changed their label from green & black on a white background to green & black on a yellow background. And when I asked a clerk at a local BestBuy if they had any SanDisk cards that weren't shelved yet he opened a storage case and it was full of Simple Technology cards. I hope to hell that Simple is paying a juicy royalty to SanDisk on CF. Since they are not listed as a licensee I think this is a pipe dream. Ausdauer