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

To: docpaul who wrote (15671)	10/17/2000 7:41:54 PM
From: Starlight	Read Replies (1) \| Respond to of 60323

Intel reported great earnings today. Look what they had to say about flash --- Third Quarter Revenue A Record $8.7 Billion, Up 19 Percent intel.com "added Barrett. "We are especially pleased with the rapid growth in our server business, our record flash business, and our networking silicon business which surpassed our expectations in the third quarter".

To: docpaul who wrote (15671)	10/18/2000 4:44:56 AM
From: Tumbleweed	Read Replies (1) \| Respond to of 60323

Re Dataplay Doc, this came up some time ago. For cameras, several problems, its not rewriteable, power consumption, moving parts, higher start up cost. In the article, they claim it has an 'incredibly low price'. Well, at $10 each, once the music industry gets their overheads on it, just wait until they put a single CD's worth of music on an 11 hour disc (with copy protection as well) and try and sell it for $17.99. I quote "The music industry really loves the idea of the ContentKey" (copy protection). I bet they do! I also bet consumers dont! Didn't DivX teach them anything? Other issues; The price to start. Would add maybe $150 (my guess) to the ticket price of a camera or MP3 player. What does this do that minidisc doesnt other than bea bit smaller? And they a re-recordable. Power consumption. FInally, heres a paragraph from the article; "Another compelling feature of this media is its built-in ContentKey, which is basically another way of saying each disc has a unique serial number. This technology will let content providers such as Universal, Warner, or Sony Music sell prerecorded DataPlay discs with music from all their artists. The songs would be coded to the serial number on the disc, so pirates wouldn't be able to copy the content from one disc to another. " For whom is this 'compelling'? Does that sound 'compelling' to you as a consumer? Tw