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: slacker711 who wrote (25810)	5/12/2004 6:39:38 PM
From: slacker711	Read Replies (1) \| Respond to of 60323

The Motorola E398 uses TransFlash.... macworld.co.uk Tuesday - May 11, 2004 Motorola phone takes on iPod By Macworld staff Motorola has developed a mobile phone equipped with features the company hopes will let it seize a slice of the Apple's iPod market. Motorola chief brand officer Geoffrey Frost yesterday demonstrated its E398 mobile phone. The device is feature-rich, boasting stereo speakers, a digital camera and removable memory. The unit is expected to ship in the US over summer and to reach Europe this autumn. Frost describes the device as a: "Sort of mini iPod that makes phone calls. It's pretty cool." Frost described Motorola's new product as a complement to the iPod. "I love my iPod. It has everything I own on it musically, and I do take it with me sometimes. I always have this [E398] with me." The company is also developing a similar device that also plays video Frost said, describing the market for such devices as "going to be worth a lot of money." The device was first exhibited at CeBIT.

To: slacker711 who wrote (25810)	5/13/2004 2:45:31 PM
From: Cooters	Read Replies (1) \| Respond to of 60323

Any thoughts on how this is going to play out? If MP3 players/video become popular, Sandisk is a no-brainer at this price. It is great to see the slots becoming standard in a lot of the designs, and I do notice a lot of message board chatter complaining about insufficient on-board flash storage, so that part is good. The negative side is the two areas I notice getting popular are two-way video calls and streaming video clips, both of which are realtime apps that do not require storage. We'll need to see some apps that do require storage take off, the good sign is they are at least becoming available. I have hopes for MP3 and as the resolution gets better photo/video. I end up using my camcorder on the phone a lot and am always uploading clips to clear up room. I used yesterday morning's weakness to get back in SNDK, plan to hold through the WCDMA ramp.