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

To: slacker711 who wrote (26631)	9/6/2004 10:53:59 PM
From: slacker711	Respond to of 60323

Samsung is set to introduce a handset with a 1.5GB HDD...price around $800 (available in Korea only). dvhardware.net Samsung introduces a embedded memory package for cell-phones with two 1Gbit NAND chips and two 256Mbit DRAM chips. commsdesign.com Am I correct to assume that Sandisks patents on NAND flash would apply to embedded packages? Slacker

To: slacker711 who wrote (26631)	9/8/2004 9:12:36 AM
From: slacker711	Respond to of 60323

I think that this slide from Nokia, combined with the news from Korea, absolutely clinches the fact that MP3 functionality will be a standard item in mid and high-end handsets next year. veracast.com Slide #10 is titled "Nokia 6230:Best Selling Mid-Range Phone Ever?" The handset (MP3 player/MMC) began selling in March and sold 1.5 million units in the quarter with strength continuing into the third quarter. The handset just went on sale in the US market. I dont know if MP3 functionality will follow the ramp of camera phones but slide #6 shows the ramp for units in that market. Slacker