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

To: Andre Williamson who wrote (19930)	4/3/2001 1:15:03 PM
From: Andre Williamson	Respond to of 60323

One other thought - Dataplay's main sales pitches seem to be small form factor + storage capacity. But write-once means that you probably need to carry around a bunch of them and keep swapping them in and out. I think that this runs counter to the light and unencumbered objective. Another thought - flash memory (especially if a consumer has one card, say a 64MB one) is in many ways an extension of the PC, but once you add the write-once/carry many feature, you have added a third item to the mix (ie PC, device plus portable storage), whereas before you really had just PC + device. I know it isn't quite this black and white, but I do think that as people burn more and more dataplay disks, they'd feel obliged to keep them, sort them, store them, carry them...a pretty big burden, given that the stuff is already stored on the PC. Anyway, that's my 4c