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

To: Dave who wrote (23810)	10/12/2003 3:19:18 PM
From: Howard R. Hansen	Read Replies (1) \| Respond to of 60323

I believe camera phones do not use external flash memory. I could be wrong, of course. The Nokia 3600 comes with a 16 megabyte removable memory card for storing up to 1000 basic quality 640 x 480 VGA images. The specifications I saw did not say what type.

To: Dave who wrote (23810)	10/14/2003 7:15:52 PM
From: Cooters	Respond to of 60323

I do not believe that the "sensor" is defective. The problem is that there is not enough supply to meet demand which is causing shortages. At this juncture, I really don't see the "sensor" issue as a big deal to either SanDisk or Lexar since I believe camera phones do not use external flash memory. I could be wrong, of course. As camera phones become more advanced, I do see that as a competitive threat to both Lexar and SanDisk since one will not have to store the picture using flash memory. Instead, after taking the picture, the user could transmit it to an email address, etc. for storage. Dave, At this early stage of the game, most camera and video handsets are using more and more embedded flash and not going the removable flash route. That is a generalization, some do include a slot. I have seen as much as 64MB embedded, and some designs could go to 256MB embedded. Which way this breaks is huge. At the moment, even the handsets with a slot are offering fairly generous amounts of embedded flash, the one I saw today was 19MB, a WCDMA videophone. The point here is even when a slot is included, the handset is not yet going the route of dig cameras, where a small card is included and the user can opt for a larger one(but removable flash is the primary storage). They are using the slot as secondary storage, no card is included. And as you point out, the presence of a wireless network connection is the difference. I have at the moment chosen to ride the handset flash memory story via SSTI, but am more than willing to switch to SNDK should the above change. But geez, what is SNDK going to be trading for. <vbg> Cooters