Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Paul Senior who wrote (4444)	1/24/1999 8:18:00 PM
From: Ausdauer	Respond to of 60323

Paul, I am unaware that GemPlus has any directly competing products with SNDK. I am interested in the Smart Card business, but have not had time to really investigate many companies yet. It seems to be a very diverse business with many angles. I did read through some Atmel press releases and they seem to boast about their ability to combine system-on-chip technology with their own advances in flash memory. Do you think that commpanies such as LSI Logic, Atmel, Intel, Cadence (?) and others may factor in this market as the cards become not just "smart", but "very intelligent" and "ingenious"? I wonder whether smaller companies like SNDK, FLSHF and SSTI may become essential for other semiconductor manufacturers looking to provide turnkey solutions for the smart card demands upcoming? Ausdauer