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


To: W. Frank who wrote (1592)11/14/1997 12:36:00 PM
From: Jerome Wittamer  Respond to of 60323
 
THANKS a lot Frank, we were seeking that information. We are all very happy that you come here and help us gather some facts.

We are sure that you will keep and increase the pressure on your partners to make sure that everybody understands the merits of CF versus Click.

I think that in the last 3 days we got close to have a pretty good idea of what the click really is, what it means for SanDisk and the CF Association you manage. If you have any comments please fell free to post. We appreciate your presence.

We discussed all the issues and came to a comforting conclusion for SNDK :

i- Click is a very interesting >>complementary<< product to CF Cards.

ii- There's not threat to CF leadership.

iii- Competition will help drive prices down faster thus hurting SNDK's bottomline for a few Q, while at the same time pressure SNDK to ship more quickly and in volume 2D-flash (linked to increased fab capacity)

iv- The market for CF will grow even faster and gain even more momentum (it is already very very strong with CF and MMC).

v- SNDK will be a Bln$ in sales company in 2000.



To: W. Frank who wrote (1592)11/14/1997 12:56:00 PM
From: Michael A. Gottesman  Respond to of 60323
 
W. Frank:

If you are new to this thread, please continue to be a part of it. You probably have some good insight.



To: W. Frank who wrote (1592)11/14/1997 1:46:00 PM
From: Mike Winn  Read Replies (3) | Respond to of 60323
 
LAS VEGAS--(BUSINESS WIRE)--Nov. 14, 1997--With the introduction of a 160 MB ATA Flash Mega Storage Device, Panasonic Industrial Company, PC Card Business, has set the industry standards bar for Type II combination speed and storage capacity a notch higher.

Like all Panasonic Mega Storage Devices, the new 160 MB device also features an outstanding write transfer rate, moving data at an unprecedented 0.65MB per second. That plus their low power consumption, vibration reduction system and strong impact resistance makes the Panasonic line ideal for mobile applications. All Panasonic Mega Storage ATA Flash Memory Devices work with a standard ATA device driver on any system supporting the PCMCIA-ATA interface, thus eliminating the need to install new software for each type of memory card used. The standard driver will work with cards using semiconductor flash chips and rotating media.

In addition, all Mega Storage Devices conform to PC Card ATA Specifications defined by PC Card Standard 95, and support internal ECC functions via a built-in controller.

For additional technical information on the new 160 MB ATA Flash Mega Storage Device, see the attached data sheet or call the Panasonic PC Card Business at (800) 442-7327. Or, e-mail us at: pccard@panasonic.com. You can also visit our website
at www.megastorage.com. Panasonic PC Card Business designs and markets a wide range of Mega Storage Devices. The PC Card Business is a part of Matsushita Electric Corporation of America, one of the world's largest research and manufacturing companies. Panasonic will be located at COMDEX Booth L848.

================================
I don't have time to "research" this news right now, but ATA technology is licensed to Matsushita (Panasonic) by Sandisk. This ATA type II, 160MB, flash card seems to have higher capacity than anything Sandisk has put out so far (150MB Type flash disk - use double cell flash chip).

I hope that future camaras will have a PCMCIA interface to hook up to devices such like this.
================================
Hopefully, SNDK will get to the low 30s by Comdex.



To: W. Frank who wrote (1592)11/14/1997 1:47:00 PM
From: Sam  Read Replies (2) | Respond to of 60323
 
"By the way, Canon is already shipping a printer with a CompactFlash slot. You don't need a PC to print from a CF with this printer."

How do you tell the printer what to print if you don't have a PC or some sort of input device?



To: W. Frank who wrote (1592)5/23/1998 5:00:00 PM
From: Esa  Respond to of 60323
 
Bill
Do you still manage the CF association? I noticed that lately you have been active at the Iomega tread. How do you see the competition from Smartmedia and can you share with us any info on the success of CF outside digital cameras? (We need some moral support!)
Esa