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

To: Michael Dunn who wrote (1095)	10/24/1997 1:21:00 PM
From: Mike Winn	Read Replies (1) \| Respond to of 60323

All what that article said is that there is slower demand for Intel flash (and Atmel too). Dataquest survey still shows higher demand for flash worldwide. Remember there are many types of flash, and they are not compatible with each other. Compact Flash from Sandisk has become the standard (80% of the market). Intel and Atmel's flash memories are used mostly for embedded systems. Embedded systems used mostly EEPROM, which is not programmable, because there is no need to change the software. EEPROM is also cheaper than flash. Look at all these Japanese companies who licence flash technology from Sandisk. They are not dumb.