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To: Road Walker who wrote (20132)	4/19/2001 8:39:40 AM
From: Art Bechhoefer	Read Replies (3) \| Respond to of 60323

John, yes the CURRENT removable flash memory business is very seasonable. One of the strategies for making removable flash cards less seasonable is to create a demand that is different from consumer demand. This apparently was part of the thinking behind the project with Kaneb Services to produce a personal information tag that could be worn by every military person on active duty. In an earlier conversation with Frank Calderoni, I asked how this project was coming along. He indicated it was moving ahead but had no specific data or dates. The best analog to current CF applications is conventional film, which sells well during the Christmas season and during spring and summer vacation periods. Since CF is resuable, its seasonality would be more so than for conventional film. On the other hand, the market for SDMC suggests something more akin to film demand--storage of images from camcorders, PDA's, MP3, etc. Personally, I think that the difficulty of physically damaging CF and related flash memory units, plus the element of security of data make these units attractive for a wide variety of applications that goes far beyond photos, music or other entertainment applications. I like the idea of being able to control access and use of personal medical data by allowing the storage of that data ONLY on a card which I control. I dislike the idea of storing all this stuff in some central computer where someone might gain access without my knowledge or permission. THAT'S where I think the demand for removable flash memory will go eventually. Art