SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : WDC/Sandisk Corporation -- Ignore unavailable to you. Want to Upgrade?


To: Art Bechhoefer who wrote (21314)12/13/2001 2:31:52 PM
From: tejek  Read Replies (2) | Respond to of 60323
 
Ted, there is not much overlap in the SNDK and SSTI products. SSTI is one of the key producers of embedded memory, mainly lower capacity units, used in cell phones, set top boxes, etc. These are very low cost units, and while demand may be increasing, it is not increasing as fast as demand for higher capacity removable flash memory units. The demand, particularly in digital cameras, increases not only from the increase in camera units sold but from the continuing higher resolutions in those cameras. A few years ago, a typical medium price digital camera had between 1.2 and 2.1 mp resolution. Now the medium price cameras generally have at least 2.1 mp, with a growing number routinely providing 3+ mp. Those who buy cameras with 3 to 5 mp resolution will probably not be satisfied with flash cards having less than 128 mb capacity. So in terms of pixels per camera, the increase comes both from higher resolution and higher numbers sold. This is due both to technology improvements and lower prices for the memory cards

Art, thanks for your response.

In doing my DD on SSTI, it seemed that SSTI and SNDK were in many of the same product lines. SSTI, too, is producing chips for digital products such as cameras. Granted the product mix may be different and SNDK's product mix may be more skewed towards digital than SSTI's....certainly they supply different customers. However, I don't have a break down by products. Interestingly, AMD is listed as a competitor for both companies. For the record, my source for this information is Market Research.

Do you see AMD as a competitor for SNDK? If not, who else is in the running?

TIA.

ted