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

To: wily who wrote (21199)	11/16/2001 8:55:39 AM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

Wily, thanks for the important information and the graphics. I think SNDK's success will depend on a migration to higher density chips for all applications, not just the higher density cards. In the past, as the process technology advances, older die designs drop out. I doubt that they have separate 256, 512 and 1.0 gigabit production lines. The 1.0 gigabit flash production is likely made in smaller quantities by their R&D staff. I am unsure of the timeline for mass production of MLC NAND at 1.0 gigabit density, but suspect the transition will occur in late 2002 if feasible. At 512 megabit densities I am still unclear as to how smaller CF and SM cards are manufactured (8, 16 and 32MB). Do you understand how "chop-chop" works? Finally, thanks for the clarification on Ovonics. You explanation makes good sense. Still, I think that Eli and crew have a big head start on OUM at this stage. It will take a few years, IMHO, to see how much of a threat OUM, FRAM, MRAM,... will prove to be. Aus