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

To: clean86 who wrote (27253)	1/13/2005 11:21:29 PM
From: pompsander	Read Replies (1) \| Respond to of 60323

clean: has it been confirmed that Sandisk is the source of the flash for the Ipod Shuffles?

To: clean86 who wrote (27253)	1/14/2005 3:06:48 AM
From: Ausdauer	Respond to of 60323

Clean, thanks for the scouting report!!! There are a lot of Mac fanatics out there and the fact that Mac designs are typically appealing, extremely appealing at that, it is no wonder that the new devices are selling. I agree with you that the MP3 market with Apple's endorsement of solid state memory will help to knock down any flash oversupply that may exist. It is particularly important now as you can start envisioning a slowdown in digital camera growth and a lesser need to buy add-on flash memory for digital cameras as people upgrade. We need the USB keychain market and the MP3 market to fill the void until the cellphones start taking off. I also believe solid state video has distinct advantages over tape-based video that the average consumer will begin to understand once the ease of home-based digital editing becomes apparent and commonplace. Solid state video is still off many peoples' radar. Aus

To: clean86 who wrote (27253)	1/15/2005 7:43:03 AM
From: Dave	Respond to of 60323

clean86, If Apple could take half of the Flash market in a year with the iPod Mini this new iPod Shuffle will be a major challenger. Assuming arguendo that this happens, how many iPod Shuffle's will need to be sold? Do you believe that this is a realistic assumption? Typically, one vendor who buys a substantial portion of output from a second vendor is not a good thing since the first vendor has quite a bit of "buying power" over the second. Think about it in terms of Walmart and their suppliers. Secondly, I do not believe that Apple has sole sourced SNDK/Toshiba. I believe that they do use another vendor (Samsung?), too, given the commodity nature of flash. As such, Apple will pit both vendors against each other to extract as much value from both or either vendors. Dave