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

To: orkrious who wrote (19736)	3/19/2001 8:57:52 PM
From: Ausdauer	Read Replies (2) \| Respond to of 60323

Jay, I remember my phone call with Cindy Burgdorf like it was yesterday. (Even though it is now almost 3 years ago!!!) Siemens = ROM MMC (read only, pre-loaded content) SanDisk = flash RAM MMC (read, write, re-write) MAY 23, 1998 Message 4571065 I can't help but recall that the OEM bundling arrangements with the digital camera manufacturers ended up being low margin CF business. I hope the same won't be true with MMC and SDMC cards in the Palm. I don't know what will be packaged with the Palm device. I suspect that the MMC and SDMC won't be "give aways" like the 8MB CompactFlash cards you see with digital cameras. For a handheld device 8MB can be a substantial amount of memory unless you are using music files or graphics. Palm seems to be marketing the cards as premium items with fatter margins. It will also be important to see which software applications will require large amounts of expansion memory. These applications will drive card sales. SDMC will be more expensive than MMC on a MB for MB basis due to the added proprietary encryption software, manual write protections switch, etc... It will be interesting to see SDMC advantages over MMC. Aus