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

To: Art Bechhoefer who wrote (20247)	5/4/2001 10:56:54 AM
From: Ausdauer	Respond to of 60323

Art, I think Lexar's strategy will be to market their controller technology to device manufacturers (digital cameras, digital videocameras,...) and to CF manufacturers (they are suing 4 such assemblers right now) and to OEM's (phasing out their private label business in favor or controller sales only). I doubt that SmartMedia would have an integrated controller. It really wouldn't be SmartMedia anymore in that case. SanDisk probably paid a license to Lexar for the SmartMedia ImageMate or other products that have a controller to interface with the SmartMedia card. Who else will need such a license? Perhaps Fuji or Toshiba for their SmartMedia-based digital cameras. Perhaps FLSH for their embedded products. Perhaps SCM Microsystems for their card readers. There could be many others. The question remains as to whether the card speed issue can be addressed by other means. Also, some applications may not require the write speeds that high-end digital photography requires. Eli and Sanjiv Mehrota indicated previously that the FlashVision NAND will be inherently faster than the MLC NOR that UMC is pumping out. Hopefully SanDisk's '987 patent portfolio will cover NAND based controllers for CF, MMC and SDMC. Aus

To: Art Bechhoefer who wrote (20247)	5/6/2001 12:32:18 PM
From: NHP	Read Replies (1) \| Respond to of 60323

Kodak DC-4800 Digital Camera, Art or Anybody, Does anyone know why a new DC-4800 is not listed at the Kodak on-line store? Right now, I can only find a reconditioned one listed. For some reason Kodak is not pushing the DC-4800. It is not listed on the digital camera page. I ordered a DC-4800 from another source in April and it is still on back-order. Now, I'm wondering if there is a problem with the device. But, maybe demand is so great that Kodak cannot fill existing orders. Any information, especially about reliability, would be appreciated. NHP kodak.com