Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Steve Lee who wrote (17926)	1/3/2001 6:32:29 PM
From: Ausdauer	Read Replies (3) \| Respond to of 60323

re: Intel "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." I agree, Steve. Think how many 128 MB Diamond Rios could be sold at a competitive price. Even better, think about all the Rio knock-offs who will have to ante up to sell their wares. Similarly, Toshiba is going to have increase flash production to meet rising demand for SmartMeda. That may decrease NAND available for other applications. Similarly, Sony will need to find NAND flash sources to meet production quotas for Memory Stick. There will be no use in them promoting MS without having stock on hand to sell. SanDisk will use its flash for its industrial customers, its CF and MMC and SDMC products, and for its two announced embedded applications. I have a hard time getting an idea on worldwide demand for storage flash, but clearly there are many who will be looking around for it to support their various objectives. When I listened to the Simple Technology c.c. in October or November they mentioned that they had no difficulty getting NAND for their product line, yet they have been significantly underrepresented at BestBuy lately. I don't know if BestBuy has realigned their affiliations with suppliers or if Simple simply underestimated demand for their products. It would be great to learn that the availability of NAND has tightened up a bit compared with the situation two or three months ago. The ML report casts doubt that this situation exists. It will be critical to watch how companies like Simple describe the flash landscape. Aus

To: Steve Lee who wrote (17926)	1/3/2001 7:21:55 PM
From: Road Walker	Read Replies (3) \| Respond to of 60323

Steve and Aus, I still don't get how you can take an MP3 player and "dock" it with a stereo. It would have to have wave files, correct? And the 128 MB of wave files wouldn't give you much music time. Unless they have developed a way to convert MP3 to wave on the fly... I just don't get it??? Intel PR: intel.com John

To: Steve Lee who wrote (17926)	1/3/2001 7:37:35 PM
From: Andre Williamson	Read Replies (1) \| Respond to of 60323

Steve, I also disagree. Intel is selling a $300 item. This is not your Handspring Visor/Palm m100 kind of item targeting teens. And I'd think more sophisticated users wouldn't want so much of their purchase price to be tied into the integrated memory. And for those that can afford a player above entry level, and who care about storage, will go for something with Clik or a hard drive (Nomad), that can REALLY store more music. 128MB still only gets you 2 hours of decent music. I figure the key market for this product will be Intel shareholders. <g> Andre

To: Steve Lee who wrote (17926)	1/3/2001 9:20:38 PM
From: Art Bechhoefer	Respond to of 60323

Steve, you have a lot of good points, but I'm wondering if Intel's 128 mb embedded memory is any cheaper than a 128 mb card. The reason is that some time ago, Harari made a comment at a conference call that suggested a removable card would be cheaper. Why I don't know. Also, if the Intel device is designed to feed best into a PC with Pentium or Celeron processor, then I suppose it will not work at all, or will work poorly with a Macintosh. At least a removable card is compatible with any computer equipped with the appropriate card reader. Art