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

To: docpaul who wrote (14839)	9/18/2000 9:33:11 AM
From: Ausdauer	Read Replies (2) \| Respond to of 60323

Doc Paul re: SSTI This is correct.. the ADC product mainly consists of other people's products. This is intentional, as the company strives to look for novel uses of low density code storage. SSTI will need to promote the standard, garner design-ins, support the product once released,... Thus, it is a commitment on their part. I don't see this as the easiest way to sell flash-based controllers, even if they are high margin. In fact, to say that SSTI will only be selling the fat margin controller seems to be a bit of an oversimplification. Why did SSTI take an equity stake in Apacer? Are they bullish on Apacer's prospects, or is Apacer going to use the investment in order to hold SSTI's feet to the fire once ADC is launched and up & running? Are Apacer and SSTI trying to share the risk of the ADC launch? Maybe I'm misreading you here, but you seem to believe that SSTI is looking to gain some of the NAND market. This really isn't the case. As with the ADC product, this flashcard market is once again, an opportunity for SSTI to have a niche to sell a piece of NOR... I actually believe that SSTI has no interest in chasing SanDisk, Toshiba, Hitachi, Intel or Samsung into the upper echelons of storage flash. Regarding SSTI CompactFlash, my only disappointment is the fact that SSTI has deliberately (IMHO) tried to hide the fact that outsourced high-density flash is the core to this removable mass storage product and the ADC product line. This has created the belief that SuperFlash is scaled to production quantities of storage flash for SSTI's CF product. Even SSTI investors who appear to know their book of business often get this wrong (present company excluded, Paul). The bottom line is that people (consumers) buy CF because of the storage component, not the controller. Best, Aus