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To: anon.10 who wrote (26028)6/3/2004 3:50:10 PM
From: Bruno Cipolla  Read Replies (1) | Respond to of 60323
 
lana, it's on
veracast.com

check slide 21
"preemptive price change in q2 expected to lead market to higher densities"
repeat: *preemptive*
The new sweet spot is 512MB
Technology leaders can build a 512MB card with *only one* 4Gb flash chip plus controller.
4Gb MLC flash chip (see slide 15) "production expected to start summer 2004"

Technology/density laggards will need 2 to 8 flash chips (plus controller) to get the same "sweet spot" 512MB density.
Their cost *will* be higher.....specially when 4Gb MLC yields will become acceptable.

.....
Bruno


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