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

To: Starlight who wrote (19713)	3/18/2001 1:34:55 PM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

Betty, regarding free Lexar CompactFlash... ...with Lexar giving away products I would say their days are numbered. It is a bloody battlefield right now at retail. You can buy a 64MB CompactFlash for $80.00 or under on-line and for under $100.00 at retail. Although Eli wanted pricing to come down, I don't think he wanted it to come down this far, this fast. Strictly from a consumer standpoint, I don't understand how a 64MB CompactFlash card could survive with a sticker price of $149.99, or $129.99 or even $109.99 given comparables as I have mentioned. I got a nice JVC DVD player for a little over $200.00 and I am certain there is more circuitry in the wireless remote than there is in a whole CompactFlash card. I am sure that Eli and team can get card costs significantly lower. The problem right now is that we don't have the high volume card sales in place to dilute out operating expenses and there are too many alternate sources of unlicensed CompactFlash. Yet another problem is that there aren't as many applications that require more than 64MB of removable flash other than MP3. I hope that the newer digital camera models come with MPEG or QuickTime video and that consumers become more inclined to buy bigger flash cards. Finally, I have openly stated many times before that CompactFlash's biggest threat is SDMC/MMC. Why? Because CompactFlash will probably never be suitable for anything smaller than a digital camera or an MP3 player. That is a big issue when it comes to handheld computers and advanced cellphones. SDMC/MMC may be the blockbuster product we are all hoping for. It will certainly be much bigger than the digital camera market for CompactFlash by several orders of magnitude. Here is a recent post from Advalorem... fcw.com Aus