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

To: Art Bechhoefer who wrote (4887)	2/25/1999 7:07:00 PM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

Art, Noticed that you are new to Silicon Investor. The SNDK thread welcomes you. I can't see how the Sony news would be good for SNDK. Let's hope that there is limited design-ins and that the demand for Mavica tapers off. To my knowledge Sony pays no royalties to SNDK and there is no co-licensing agreements that I am aware of in reading the 10K. I don't see that the Memory Stick adds much to the flash memory market in the way of innovative solutions. CompactFlash already has filled the void. SmartMedia is running an all to close second. (I hope that the higher resolution DSC's (digital still cameras) put SmartMedia out of the money. The PDA market has already excluded this form factor.) Recall, the CEO of SNDK always says that Toshiba is the biggest threat. Ausdauer

To: Art Bechhoefer who wrote (4887)	2/26/1999 3:42:00 AM
From: Tumbleweed	Read Replies (1) \| Respond to of 60323

I dont think the Memory Stick affects Sandisk at all. Its replacing floppy discs in the current Sony cameras, doesnt seem to be in any other camera, and is hard to see why manufacturers would switch from CF to Memory Stick in their next generation, which need even more memory. 8MB does not cut it in a 2 or a 4M pixel camera. I suppose you might see some camera manufacturers switch from Smart media to Memory stick where previously they would have gone to CF, though that hasnt happened yet. I think CF has won the battle for the next several years just on market presence and volume. And dont forget lock in. Whilst people dont buy a first purchase digicam on the media it uses, I think they will buy their second one with that as a strong consideration. If you have 2 or 3 CF cards because of your existing digicam, why would you buy your next camera if it didnt use CF. Too much expense. No apologies for concentrating on digicams, I know all the other uses for CF, but IMHO digicams will drive the CF market for the next 2 or 3 years before all the other applications become significant. Joe