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: Art Bechhoefer who wrote (18363)	1/20/2001 5:59:25 PM
From: Ausdauer	Respond to of 60323

Art, based on the CES interview... I think Eli feels that the FlashVision MLC NAND will be one of the most, if not the most cost-effective ultra-high density flash memory products on the market. Intel's decision to add 128MB of on-board flash to an MP3 player is an indication that the raw consumption of this type of flash memory is going to escalate rapidly. Will flash memory producers flood the market? I guess it is too early to tell. It doesn't seem to me that SNDK feels there is an oversupply problem. And with all the announced fabs being set for construction of high density flash memory it would appear that many others see an opportunity here. SanDisk has an established retail flash card market to supply and is self-sufficient. If there is an overabundance of flash from the JV one would expect that it could be sold on the spot market or transformed into one or both of the embedded products SanDisk announced. I think the upcoming wave of product announcements may give us an idea what designers are thinking about the utility of flash. By this Spring we should have a good idea what choices consumers will have. I can't wait. Aus

To: Art Bechhoefer who wrote (18363)	1/20/2001 6:28:26 PM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

Art, I can see the CompactFlash, MMC and SDMC assembly lines... ...consuming a lot of flash. As long as there is consumer demand for the handheld devices, digital cameras and MP3 players we should do fine. I still think we are just entering a rapid growth phase for each of these items. PALM and HAND have demonstrated that demand is high with their latest quarterly reports. I only wish there was a pure-play digital camera manufacturer we could track. We should also keep an eye on Sonic Blue's report. I try to keep reminding myself that 60% of US households have PC's, that most teenage kids are very comfortable in the desktop environment, and that the Internet will continue to grow. As I posted earlier, AOL boasts 140 million Instant Message subscribers. I also recently learned that Palm has sold 11 million handhelds since their inception. The breadth of the market is impressive. Aus