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: Daniel Joo who wrote (5045)	3/12/1999 11:06:00 AM
From: limtex	Read Replies (1) \| Respond to of 60323

Daniel and Aus - yuo may remember that last year especially in the beginning we had a whole bunch of announcements about design ins and pertnerships. These announcements at that time did absolutely nothing for the stock. I remember one of those announcements refering to a new fancy solid state hard disk that is used by the military. I thought at the time that these announcements were going to be great for future earnings and revenues. Well maybe now after this time is when these things are beginning to come to maturity. Regards, L

To: Daniel Joo who wrote (5045)	3/14/1999 10:21:00 AM
From: Ausdauer	Read Replies (3) \| Respond to of 60323

Daniel and Thread, You INTC post has me looking over my shoulder. Still don't hear any footsteps, but... I found a brief mention of M-Systems (an Israeli company partnering with Toshiba) "Millenium Disk-on-Chip" in Pen Computing Magazine (http://www.pencomputing.com). It mentions that DiskOnChip is the first "monolithic" flash disk system which "combines the complex memory controller and high-density flash at the silicon level". "M-Systems' approach is to design their DiskOnChip with a much simpler controller which emulates a much simpler EEPROM memory system." "The simplicity of this interface for flash technology is that it frees the system integrator from having to meet the more complex requirements of the current flash standard." Doesn't SanDisk already achieve this? I know that the Vadem Clio allowed for plug'n'play use with my SanDisk 48 MB CompactFlash card, so obviously a Windows CE OS easily integrates their card and controller. I think the M-System advantage is overstated here. Somebody help me out!!! If SanDisk buys out anybody I hope it will be FLSHF or SSTI and not Lexar. Will flash replace SDRAM, PC100 and RambusDRAM in newer PC's??? Ausdauer

To: Daniel Joo who wrote (5045)	3/16/1999 1:58:00 PM
From: Art Bechhoefer	Read Replies (1) \| Respond to of 60323

SanDisk and Intel share some flash memory patents through cross licensing arrangements. Intel has made some flash memory units for kiosks that Kodak has placed in supermarkets and photoshops for making reprints or enlargements from existing photos (any type photo). In talking with SanDisk officials about Intel, I learned that the Intel chips work in applications like these, where the read/write speed does not have to be as fast as in a camera. I do not believe Intel, at this time, at least, is a threat to SanDisk in flash memories for cameras. Art Bechhoefer