Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 (21317)	12/14/2001 1:13:35 PM
From: tejek	Respond to of 60323

Ted, I believe AMD makes primarily embedded memory, and they may use SSTI products or incorporate them into their own products. Embedded memory might find some applications in digital cameras, but it seems that most camera manufacturers are interested in using one of four types of removable memory: Compact Flash, Secure Digital Memory Card, SmartMedia Card, or MemoryStick. Major competitors of SanDisk include Hitachi, Sony, Samsung, Lexar, and to a lesser extent Viking, Memorex, etc. SanDisk currently is involved with the Israeli company, Tower Semiconductor to make embedded flash, using Toshiba technology. SanDisk and Toshiba also have a joint venture in a factory in Virginia. The Tower Semi facility will produce embedded memory and will compete with AMD, SSTI, etc. Art, in addition to embedded memory, AMD produces the ultra dense flash memory but I don't think that's the cards to which you refer. In any case, thanks for the breakdown in the different types of flash.......my reference in the past has been simple...dense and not so dense. <g> Obviously, I have to get with the program. Thanks again. You guys have a nice thread here. ted