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

To: Tumbleweed who wrote (21166)	11/12/2001 5:11:38 PM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

TW, as flash prices come down... ...manufacturers may start to put larger CF cards in the bundle. steves-digicams.com I noticed this announcement about a new digital camera that ships with a 64MB storage card. These cards sell for $39.99 at E-tail so the real cost must be reasonable enough that it is absorbed in the purchase price of the camera. I also posted about a new Nokia phone that ships with 64MB of embedded storage. As prices for raw flash chips continue to fall one can hope to see new applications emerge that were not possible with the prior pricing scale. Think about it. Last year a 64MB CompactFlash card was selling for at least $100 before the Christmas holiday. For $100 you can buy a pretty nice CD player for your stereo systems or a microwave oven. On that value scale you can see how pricey a card purchase can seem on top of a several hundred dollar digital camera purchase. And while SNDK has been hammered by falling ASP's at retail, it is clear that mass adoption could not occur at the price points set one year ago. It has taken a while for me to come to grips with this reality, but now it seems clear. Aus

To: Tumbleweed who wrote (21166)	11/12/2001 8:50:10 PM
From: Art Bechhoefer	Read Replies (2) \| Respond to of 60323

The 16 mb CF in your Canon probably cost Canon about a dollar or less, given that SanDisk was still working through its inventory glut when the card went to Canon. Your 16 mb card may prove valuable in putting together a slide show, where you want to keep your higher capacity CF ready for live shots. I'd be interested in knowing whether the fast write time you reported was at the higest uncompressed (raw) resolution, or whether it was in JPEG format. I suspect the main problem in long write times with my Nikon is simply that there isn't enough buffer to handle the write function in the background, while the camera is readying itself for the next shot. There's also a new Canon S40 (4 mpixel) that seems like a powerhouse, still small enough to go in a shirt pocket. No doubt about it, conventional cameras are just about done for, except for the single use throwaway models. While all this bodes well for CF, the real problem is the lack of a non-consumer driven application, such as medical information cards. Without the stability of a non-consumer application, the stock will be subject to the whims of consumer spending. Art