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

To: thecalculator who wrote (20860)	9/10/2001 11:45:16 PM
From: thecalculator	Respond to of 60323

ANOTHER KEY FLASH MEMORY ARTICLE Previously SanDisk was responsible for the manufacture of Flash MultiMediaCards and Infineon manufactured metal-programmed ROM MultiMediaCards. ... According to Saifun, its NROM technology overcomes a number of limitations of other Flash memory technologies. In a technical paper presented at the International Conference on Solid State Devices and Materials (Tokyo, 1999), Boaz and co-authors claimed that the NROM Flash required only four additional masking steps beyond a conventional CMOS process, and because of its ability to store a bit at each end of a conventional transistor channel, it yielded a cell area about 40 percent that of a floating gate Flash memory when using the same process technology. eetasia.com

To: thecalculator who wrote (20860)	9/11/2001 12:01:51 AM
From: thecalculator	Respond to of 60323

From the linked article (http://www.e-insite.net/electronicnews/index.asp?layout=article&articleid=CA83877): "Most of the process equipment will be identical to that used in DRAM fabs." ... Licenses for embedded NROM have been sold to ...as yet unannounced, to two U.S. companies and a Japanese company. Now notice from another article (http://www.eet.com/story/industry/semiconductor_news/OEG20010829S0078): According to Toshiba's "action plan," the company's DRAM business is slated for "business unification with a new partner." Its flash, polysilicon LCD and discrete businesses are considered "innovator-type businesses," which implies that Toshiba will not spin them off, the spokesman suggested. ... "As the cost of NAND flash memory has dropped to about 40 yen [about 33 cents] per Mbyte, it is now approaching the level in which it could replace hard-disk drives," he said. Toshiba expects 40 percent growth for the flash memory market between 2002 and 2003, ... I bet they do the deal with Infineon; what do you think?