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To: Daniel Joo who wrote (5036)	3/12/1999 12:33:00 AM
From: Bill Zeman	Respond to of 60323

Daniel What's BGA and what exactly has INTC been doing in flash until now? I was not aware that they were a SNDK competitor in any way. Can you provide news or web site links to better inform me? Bill Zeman

To: Daniel Joo who wrote (5036)	3/12/1999 2:58:00 AM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

Daniel, Translation please!!! Ausdauer

To: Daniel Joo who wrote (5036)	3/12/1999 9:37:00 AM
From: Ausdauer	Respond to of 60323

Daniel, I am uncertain about margins and competition for on-board memory, which I assume is what is referenced in your post. There are alot of producers and I see it as a commodity. Intel failed to get their Miniature Card off the ground because you needed a can opener to get it out of the proprietary slot. I think SNDK would like to have a steady background of demand for chipsets incorporated as on-board memory, but CF, MMC and their rugged flash drives (telecom application mentioned during conference call) round out a pretty impressive list of consumer and OEM applications. I saw a brief article on FLSHF's "disk-on-chip" 8 MB IC and it touted this product highly. Nonetheless, FLSHF still hasn't made this type of product terribly profitable. I think we still need some more details about the applications mentioned in your Intel post. Ausdauer