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

To: limtex who wrote (25931)	5/24/2004 12:47:21 PM
From: Pam	Read Replies (1) \| Respond to of 60323

Limitex, I agree there are plenty of applications out there that are potential Flash guzzlers. The biggest of all in the near-term are Flash Drives & Digital Camcorders but the problem is cost of Flash. Right now, 1GB CF can be had for anywhere between $133 to $150 and if you need 20GB you are talking about $2660 to $3000. Even if you have a huge discount from these prices for a big purchase (the more you buy, the cheaper it gets theory) it won't come down to the "sweet spot" price-point anytime soon. Eventually it will happen, but not in the next 2 years. Applications that can use 4GB cards (8 of the latest 1Gbit chips from SNDK) maybe within many people's budgets in a few Q's. Please note that Sandisk's latest chip is 4Gbit chip and NOT 4GByte! So the bottomline is we need some rapidly going markets for flash right now, not a couple of years later.