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

To: Steve 667 who wrote (15035)	9/26/2000 12:36:10 AM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

Steve, re: leading edge 512 Mbit flash Do you think joe six pack is going to spring for these things? $1400??? You're probably right. They won't sell a single one of these chips at that price. They should be cranking out 2 and 4Mbit chips instead, I guess, and reaching for that 8Mbit brass ring. How's that for OBJECTIVITY? Ausdauer SanDisk...you can never have too little storage.

To: Steve 667 who wrote (15035)	9/26/2000 12:44:18 AM
From: Ausdauer	Respond to of 60323

CompactFlash pricing seems firm given soaring demand. from Bertrand on Yahoo! messages.yahoo.com Ausdauer

To: Steve 667 who wrote (15035)	9/26/2000 1:08:51 AM
From: Michael Kim	Read Replies (1) \| Respond to of 60323

So $1400 seems even more for $512MB. Do you think joe six pack is going to spring for these things? J. SixPack is probably not the intended market for the ultra high-density products at this time. But I am a heavy techno-user, use a lot of graphics apps, etc., etc. and I remember paying around $800 for a 500mb HARD DRIVE way back when. I had also passed on a heavily discounted 1.2gb hard drive at $1400 and kicked myself later since this price (at the time) was a gift from the data storage gods! (I prefer the NPOMG to be of fairly high-resolution which demands higher memory capacity.) Prices have obviously changed significantly, but there were plenty of high-end, early-adopters shelling out the big bux and spreading the word. Others may not need the megs, but will follow the earlybirds and buy SanDisk products. Same thing will happen here except that the magnetic hard disk drive - no matter what the capacity - had some huge drawbacks, size and power reqs., that limited it's applications. Since they pretty much only went into computers there was a limited set of demand drivers, and they were fairly readily "commoditized" with the price dropping steeply. Now CF, on the other hand, still has only scratched the surface in its applicability for new, never-before-seen, must-have, gadgets. Demand will continue to escalate exponentially, keeping supply constrained and prices firm for a lot longer than the disk drive or memory chip market IMHO. 1 GB of non-volatile, low-power memory that fits in the palm of your hand will change the world.