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To: tom pope who wrote (259)	4/14/1998 9:57:00 AM
From: Sam	Read Replies (1) \| Respond to of 2025

Tom, Unhappily, the usual suspects are in this business--Intel and the usual Asian culprits like Toshiba, Samsung, et al. I have 500 shares of SNDK, as they hold a lot of patents that most of the other players are paying license fees for. It has huge potential, but with all of the players that are in it, it is unclear to me what the final ROE will be. They may well trash this market just like they trash most of the markets that they get in, creating profitless prosperity. Profitless, that is, except for the CEOS and upper management.

To: tom pope who wrote (259)	4/14/1998 10:34:00 PM
From: Yogi - Paul	Read Replies (1) \| Respond to of 2025

tom, Some Flash memory notes and links I have found interesting-- MLC (Multi Level Cell Technology) developer.intel.com StrataFlash developer.intel.com Note: "The convergence of PC and consumer electronics products may make the presence of an integrated resident flash array (RFA) for code and data storage an increasingly attractive option for PC designers. Besides having "instant-on" functionality, the programmability of Intel StrataFlash memory-based RFA makes it easier to implement value-added features, without adding system costs." Texas Instruments- ti.com Note:" designers are now utilizing Flash memory in many types of electronic systems. PCs, hard disk drives, digital cellular phones, automotive engine control systems, hubs and switches, industrial automation and test equipment and digital set-top boxes are many of the applications that can benefit from the cost-effective, in-system programmability of Flash. " BTW, Intel is talking about a price point of $1/Mb by 2001 for Flash memory. Let me know what you turn up in your research on Flash memory. Looking for a solid "pure play" myself. irthrifty