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

To: Cooters who wrote (26726)	9/30/2004 10:30:34 AM
From: Ausdauer	Read Replies (2) \| Respond to of 60323

Coots, I agree that the high capacity flash is going to constrain growth of rotating media. I DON'T THINK ELI LOSES ANY SLEEP OVER ROTATING MEDIA, ESPECIALLY NOT IN CELLPHONES. YOU WILL NEED A CAR BATTERY TO RUN THESE THINGS GIVEN ALL THE EXTRAS THAT ARE BEING ADDED TO CELLPHONES ALREADY. SNDK is kicking major butt in the high end cards. This is Lexar's "premium" market and it is their market share to lose. SNDK rates high or highest in performance and it seems that capacity and price are following suit. I am not saying that the future of professional digital photography is any guarantee of success for SNDK, but the consumer trends will be toward digital SLR. Some pros may also covert from microdrive diskettes. The write speed also dampens LEXR's claims that video applications are not possible with some cards. I see solid state video applications are very exciting and offer significant advantages over digital tape, if image resolution can be comparable. The write speed issue will likely be moot based on my experience. 2005 is the year of the cellphone for SNDK and I think it is awesome that Samsung is buying mini-SD from SanDisk. This is a potentially huge market and a proprietary card design. That is very favorable for SNDK shareholders!!! Aus@sellingsnowconestotheeskimos.com

To: Cooters who wrote (26726)	9/30/2004 10:48:48 AM
From: slacker711	Read Replies (1) \| Respond to of 60323

We still see this type of embedded storage coming from the Koreans, where domestic handsets are not(generally) sudsidized. I don't think carriers in the rest of the world will be willing to pay for a hard drive, whether it is $30 or $80. I agree....the projections for the entire market are laughable. It is something to track, but 500,000 units in '05 means that they dont even see these handsets getting that popular in Korea. If you cant sell a new handset feature in Korea/Japan, it has almost no chance of spreading to the rest of the world. Slacker