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

To: Mike Winn who wrote (1956)	12/5/1997 5:07:00 AM
From: limtex	Read Replies (1) \| Respond to of 60323

Mike and everyone- OK just seen the new NTT PHS phone. Saw a photo of it on the wrist of a Japanese lady. Not a very big wrist. Wrist still bigger than the phone which is due to be announced/released during the Winter Olympics. Looks a bit like those calculator watches and about the same size. Not much room for a meachanical disk drive there - even for current applications nver mind al those new applications that will soon be available thanks in the main to Qualcom. These new phones, an order of magnitude smaller than the Motorola Startak are going to need lots of quick, smart memory and SanDisk has got it today, is in the lead of the technology, is bringing on more advanced products regularly and is going to do very well. If competition arrives ...well even Intel has competition and both Intel and its competitors do well. The difference is that micro flash memory is at the begining of it's commercial existence and the others although possibly also releatively new are in an industry which is that much more mature. ie all other things being equal we ought to see this stock do similar things at the relative same stage of industry specific developmment. What these defvices are IMHO going to need next is some kind of screen which can be folded away or in some other way can be physically expanded. The sound can always be dealt with using an earpiece but the screen will have to be larger OR....no screens only voice recognition total control. All of this is going to require loads of very small very smart very fast memory....very soon...... Come on SanDisk/Elli get the publicity machine going. You've got a real winner.

To: Mike Winn who wrote (1956)	12/5/1997 11:59:00 PM
From: Gary Spiers	Respond to of 60323

>>Do you know if CCD technology can be improved to resolve more lines?<< This is getting outside my knowledge area without research so treat all answers with a healthy dose of scepticism. Yes, I believe it is a fabrication and cost issue. >> How does CCD (Charge Coupled Device) differ from Intel's CMOS Image Sensor in term of number of lines? << Off hand I do not know but a semi-intelligent guess would be that as CMOS is the younger imaging technology it would be fewer lines than ccd but it may well catch up quickly as CMOS fabrication techniques are well understood. >> The Intel site mentions that USB interface can transfer 12Mbit/sec or 1.5 MByte/sec, that's pretty fast compared to a transfer rate of 750kB/sec for CF.<< Ah, surer footing again . You must compare apples with apples. The CF number includes both transfering the data over the CF interface and writing it to the flash memory - it is the writing process not the actual transfer that slows things down. Reading from a CF card can be down much more quickly (I seem to recall ~5MB/sec - can anybody confirm). The USB rate quoted is just the transfer portion - you still have to write the data after transfering. >>Do you think there is a risk of Intel pushing for an external storage solution, therefore eliminating the need of flash?<< If they think they can gain something by so doing then yes - personally I would have a hard time agreeing with such an argument. Gary