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

To: slacker711 who wrote (26676)	9/20/2004 2:28:06 AM
From: limtex	Read Replies (1) \| Respond to of 60323

slacks - now if this becomes a cheap item then it is goin g to spawn some whole new generation of devices. I-pods with no moving parts, great new video cameras, great new notebook computers etc to anme but a few. Best, L

To: slacker711 who wrote (26676)	9/20/2004 10:11:58 AM
From: Art Bechhoefer	Read Replies (1) \| Respond to of 60323

It sounds like Samsung will have a competitive edge if they get their 60 nm technology into full production. This could put pressure on Toshiba and SanDisk to get their new plant into operation faster. If Samsung truly has an edge here, it's going to have an adverse impact on SNDK profit margins. I doubt that the additional volume of sales can make up for a major technology difference. This goes back to the low cost producer issue, which is paramount in analyzing the fortunes of manufacturers of what is essentially a commodity product. Art

To: slacker711 who wrote (26676)	9/22/2004 8:15:23 AM
From: Pam	Respond to of 60323

Hi Slacker (and the rest of the thread), Is this 8Gbit chip binary or MLC? It is not clear to me. If I read, the 3rd para it seems like the 70nm was 4GB binary and this is 60nm 8Gb binary but if I read 5th para it seems like it is a MLC chip. Although, I am more inclined to believe that it will be a MLC chip. Any comments by anyone? As you start working at such fine geometries, yields drop significantly. If they can bring the yields to current levels, this is something to get really worried about down the road. Definitely, this puts Samsung in the driver's seat and they are not going to give-up their process leadership that quickly. Samsung is manufacturing semicon's at cutting-edge technology. I am sure, FlashVision is also working on 70nm and beyond and would like to hear from them soon. For now let us enjoy our lowest cost manufacturer status with the 4Gbit chips. -Pam