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

To: slacker711 who wrote (17064)	12/9/2000 6:07:00 PM
From: Ausdauer	Respond to of 60323

Slacker, re:Siemens Message 14554432 It is hard to believe that Siemens could be such a substantial customer already. This is especially true given Siemens relationship with Infineon. Message 14632054 Message 14790989 Siemens uses MMC in SL45. I don't follow Siemens close enough to know what other models may or may not include an MMC, but I anticipate that Nokia and Ericcson (who already have models that accomodate MMC) and the majority of the remainder of the handset manufacturers will include a flash slot to enhance the product designs. The use of MMC is limited to the upper tier cellphones, so I don't expect that SanDisk will prosper from these unit sales this Christmas anyway. More important in the trend to include the slot and the intense competition between the OEM's to add functionality. I will be happy to see Samsung and Motorola follow the lead of the other handset makers. Recall that the MMC/SDMC is built into QCOM's basic chipset. Thus, all is needed is the resolve of the OEM to add removable flash as part of their marketing strategy. Since we are clearly behind the Europeans and Japanese regarding wireless services I still don't have a clear concept of what killer app will fuel flash demand in this market. We will probably know within the next 12 months. In this link is an e-mail from Siemens... Message 14558442 Ausdauer