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

To: LemonHead who wrote (17566)	12/22/2000 6:57:36 PM
From: Stoctrash	Read Replies (1) \| Respond to of 60323

Threadsters, did anyone see the CNBC piece today on the guy who lost his laptop to the bottom of a lake...and was months later recovred...with SNDK flash that still worked!!! Looking for links to the story now... found it! biz.yahoo.com

To: LemonHead who wrote (17566)	12/22/2000 9:54:35 PM
From: Ausdauer	Respond to of 60323

I did a little calculating my self. I figure I would have purchased at least 22 rolls of 24 film this year. Instead I have purchased three 32MB cards. Keith, There is a valid argument that an investment in an inexhaustible flash card represent a great value over the lifetime of the user. Regardless, Eli knows that cost reductions are vital to the acceptance of flash memory cards. Right now a 128MB CompactFlash costs more than a DVD player. That just doesn't sound right. The bottom line is that cost reductions are needed and falling prices at retail are inevitable and welcomed. The question remains whether SanDisk can stay ahead of the cost curve. If the market for these cards is as elastic as many of us suspect it may be we should see some stability as prices rachet down quarter by quarter. Someone commented on market elasticity as a potential savior here. I hope that it is. Recall also that every unit of flash used to make a SmartMedia card or MemoryStick or MMC means less flash available for CompactFlash cards. Hitachi and Toshiba and Samsung are the major suppliers of ultra-high density data storage flash and, as such, all roads lead to a still (relatively) limited number of major suppliers. To my knowledge SanDisk is the only integrated flash card manufacturer selling in the US market that has production control of all major components and assembly. This is comforting, but no guaranteed recipe for success. So let's all ask for no flash overcapacity for Christmas this year. Aus