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

To: Ausdauer who wrote (17847)	12/31/2000 12:30:07 PM
From: Paul Ma	Read Replies (2) \| Respond to of 60323

You paid too much for flash. I got 2 48 meg Lexars for 100 bucks total. Paul

To: Ausdauer who wrote (17847)	12/31/2000 12:45:25 PM
From: Sarmad Y. Hermiz	Read Replies (2) \| Respond to of 60323

Aus, I assume that any flash capacity will become commoditized. And the only high margins will be leading edge features such as speed, and density, power consumption and interface. In an application that I am working on, we use a geographic map database for cars. I am using a 440MB SanDisk IDE card. Cost is $1200. The reason I can't use rotating disk is condensation in sub-zero cold weather. Also vibration. But that will not be a big seller application. (EDIT>)This is a test application, with a 15 vehicle fleet. Prices will have to get much lower to allow reasonable sales. Do photography applications need higher capacities than 64MB ? I think color film has 2000x2000 pixel per inch resolution. In thousands of colors. That is equal to approx 8MB/frame. With compression let's say 1 MB/picture. Does that make sense ? If it does, then probably the 64MB card is adequate, and price will go to the commodity level. And any excess profits will have to come from branding based on writing speed and reliability.

To: Ausdauer who wrote (17847)	12/31/2000 5:30:03 PM
From: limtex	Respond to of 60323

Aus - "In the fourth quarter, we expect favorable market conditions for digital cameras, digital camcorders, smart phones and industrial applications, as well as strong holiday sales of Flash cards to consumers through retail stores. Usage of our products is increasing in a number of rapidly growing consumer and industrial applications, and we are therefore optimistic about continuing growth in our business in Q4 and in 2001." Alert: First Union Sec reiterates coverage of SNDK at Strong Buy, price target $200 (Headline only) Briefing.com - 09:52 AM EDT SUNNYVALE, Calif.--(BUSINESS WIRE)--Dec. 4, 2000--SanDisk Corporation (NASDAQ:SNDK, news, msgs) announced today that UBS Warburg has initiated coverage of SanDisk. UBS Warburg coverage will be managed by Benjamin Reitzes, executive director in the technology group at UBS Warburg Equity Research Tue Nov 14, 2000 • Alert: Mrgn Stnly Dn Wttr reiterates coverage of SNDK at Outperform (Headline only) Briefing.com - 08:51 AM EST How quickly we forget.

To: Ausdauer who wrote (17847)	12/31/2000 5:33:27 PM
From: limtex	Respond to of 60323

Aus - siemens PM3 phone and the MMC card - reminder:-The SL45 / 6688 will be the first mobile phone with an integrated state-of-the-art MP3 player and exchangeable memory that will provide its users with the most popular digital audio memory card," said Nelson Chan, SanDisk senior vice president of worldwide sales and marketing. "More than 100 Internet music players with slots for MultiMediaCards have been introduced, and we are glad to add the new Siemens device to that list." Georges Boulloy, Siemens' vice president global product marketing , said, "We determined that SanDisk's MultiMediaCard was ideal for our latest mobile phone because of its compact size, low power consumption and ruggedness." The SL45 / 6688 supporting the GSM 900 and GSM 1800 standard will be available in Europe and Asia beginning in December, 2000.

To: Ausdauer who wrote (17847)	12/31/2000 5:35:15 PM
From: limtex	Respond to of 60323

Aus - The SD card - reminder The move is aimed at popularizing the SD memory cards, whic were jointly developed by Matsushita Electric, Toshiba Corp. (J.TOS, news, msgs or 6502) and U.S.-based SanDisk Corp. (SNDK, news, msgs). The companies are competing with Sony Corp. (SNE, news, msgs or 6758), which has developed its own "memory stick", in its own bid to create the industry standard for the memory cards.

To: Ausdauer who wrote (17847)	12/31/2000 5:39:47 PM
From: limtex	Respond to of 60323

Aus - Hitachi - Reminder:- Eli Harari, SanDisk President and CEO, said, "SanDisk is happy to announce the signing of this important flash memory patent cross-licensing agreement with Hitachi, one of the leading suppliers of flash memory storage cards. Under this agreement, SanDisk recognizes the value of Hitachi's extensive semiconductor patents, while Hitachi recognizes the value of SanDisk's fundamental MLC flash memory patents. Both companies believe that the future of flash cards for the new post-PC consumer electronics markets, such as digital imaging, music and video lies with MLC flash technology." "We are pleased to establish this mutually beneficial business relationship with SanDisk. We expect this relationship will be a benefit for our flash memory customers and provide a clear path for the expansion of flash technology to new applications," said Mikio Sakurai, general manager, System Memory Business Division, Semiconductor & Integrated Circuits of Hitachi

To: Ausdauer who wrote (17847)	1/1/2001 4:25:03 PM
From: Steve Lee	Read Replies (1) \| Respond to of 60323

Aus, How does this work?: "SanDisk probably enjoys a small, hidden royalty from Viking that is collected from the sale of the flash chip component" What are these hdden royalties and why would Viking or anybody else need to pay them? Thanks, Steve