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

To: thecalculator who wrote (15364)	10/6/2000 12:07:21 PM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

"Can any other person on this thread post something besides an already dis(s)ected two-day-old SanDisk release in response to..." Calculator, we seem to be experts at recycling, rehashing reworking and refurbishing two-day-old news here. But you are absolutely correct; when all is said and done it is still just stale, two-day-old news. Sorry if you found the Hitachi news and ensuing discussion tiresome. I interpreted the agreement as very meaningful to SanDisk shareholders, as I did the recent Toshiba announcement that we also beat to death. Clearly there are differing opinions on the significance of these news reports. Aus

To: thecalculator who wrote (15364)	10/7/2000 9:45:39 AM
From: Ausdauer	Respond to of 60323

Calculator I found this piece which I thought you may be interested in since you are a Tower Semiconductor investor... techweb.com If I recall correctly from the Tower/SanDisk joint c.c., Eli thought of MicroFlash very favorably because of scalability, but had some concerns about endurance. I am not sure how many erase cycles are required for embedded flash in an integrated microcontroller, but the improvement from 10,000 to 100,000 seems significant as it is approaching the endurance of standard NAND flash. As far as cell size goes, I was still surprised by Bin Yeh's comments a while back. When asked if he thought SuperFlash was the most cost effective solution he stated "yes" partly because of the cell size. He then added that they reversed engineered some competitor's product just to be sure. What that indicates to me is that scalability is a crucial feature and that nobody is actually certain how scalable a competitor's product is until they lift up the hood and check the engine!!! I hope that Saifun/Tower continues to advance their technology. SanDisk owners have a vested interest in their success. Indirectly we all own a piece of Tower. Best, Ausdauer