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

To: lkj who wrote (4142)	12/26/1998 9:33:00 PM
From: lkj	Read Replies (2) \| Respond to of 60323

I just went to a local electronics store and saw Sandisk FLASH sold at $60 for an 8MB stamp-sized card. I was surprised that the price is so high. I also saw some of Sandisk's higher capacitied cards. Again, I was surprised at how fast the card size grew. Does anyone know if all of their cards use D2, or which one of them? From their quarterly report, it seemed that D2 is not used on every card. Sandisk sure seems like an interestingly positioned company. But at the current price on its FLASH cards, it is not ready to enter low priced embedded market yet. But if Sandisk can keep up its R&D effort in going to higher density per cell, it may mean that it's only one or two years away before FLASH cards go into a lot of low priced consumer products. Just imagine what could happen in two years. FLASH goes from the current .35/.4 micron to .15/.18 micron. Density per cell goes from 2bits/cell to 4bits/cell. Mass production of such devices by large semiconductor manufactures drive the cost even lower. If all of these can happen, we could see 64 MB FLASH cards sold at something like $30 bucks. If Sandisk can still be the technology leader in FLASH cards, its stock holders can be nicely rewarded. Is there any Sandisk employee or FLASH-knowledged engineer on this thread who can comment on the difficulty or process of developing higher bits/cell technology? Thank you. Khan