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

To: Howard R. Hansen who wrote (25945)	5/25/2004 10:43:05 AM
From: Pam	Read Replies (2) \| Respond to of 60323

Hi Howard, As Eli has said, cell phones will be a big business in a few years. The next couple of years I think Flash drives and DSC could help grow the revs. Eventually, memory for cell-phones will be big business because of the huge number of units that get sold every year- about 550-650mm units/year!! In a few years almost all the phones will have at least basic camera features. In fact, come to think of it, why don't the regular cordless and wired phones have a slot for flash memory? This way, I can get rid of my paper phone directory and have all the numbers programmed once and never have to maintain a paper tel directory again! Also, if I change a phone, all I have to do is change the card. The way I see it, right now the cell phone vendors in Japan are shipping 32-64MB Flash with the phone. The after-sale market is still not there so most of it is OEM business. This can grow gradually to 256MB in the coming 1-3 years and after 3 years we can have 1GB Flash at about $30/unit. Right now, 1GB CF is about $130-150 and if prices come down 40% per year we can get there. Now SD and other formats are slightly more expensive but hopefully not more than a few extra bucks 3 years down the road. -Pam