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

To: Road Walker who wrote (17925)	1/3/2001 6:11:45 PM
From: Steve Lee	Read Replies (4) \| Respond to of 60323

Intel has made a smart move by integrating the flash rather than using removable flash. It has removed the choice effectively guaranteeing sales of 128MB of its own flash with each purchase. More importantly they have raised the bar by selling this capacity of flash built in. Others will have to follow suit, whether bundling with 128MB of integrated or removabe flash. This will be good for SNDK. Also good for SNDK in that it will use some of the world's available flash capacity. The main aim for intel here is to push the boundaries of minimum hardware requirements. By not using removable flash, it makes the owner more dependent on their PC for getting MP3's to and from the device. No doubt the accompanying software has some nifty processor intensive features too. In future years, integrated flash will not be such a smart move. As cost/megabyte comes down and consumers find themselves with two or more devices that they want to share cards between, consumers will want to use removable cards for convenience. But now, I think most would prefer built in at half the price.