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

To: Ausdauer who wrote (5073)	3/14/1999 10:41:00 AM
From: Daniel Joo	Read Replies (1) \| Respond to of 60323

Sorry to not get back to you on this. Busy at work all weekend. Got to go back now. IMO, SNDK will face even stronger competition as companies view this market space as a future growth opportunity. Dan

To: Ausdauer who wrote (5073)	3/17/1999 12:51:00 AM
From: Rex Dwyer	Read Replies (1) \| Respond to of 60323

Re: M_Systems "Millenium Disk-on-Chip" This is odd. It seems that M-Systems has come up with a new disk interface and put it in front of flash. Hmmm... Yes SNDK already has this. SanDisk uses the industry standard ATA interface, which is what Microsoft uses in all of its operating systems. But wait, being Microsoft compatible IS THE WHLOE IDEA!!! So now system OEMs will need to come up with a new interface driver to handle the "Millenium Disk-on-Chip". Hmmm... Seems like it would be better to just use M-Systems' regular flash and use the driver that doesn't need a controller on the memory. This was the big selling point from M-Systems. Remember Jerome was saying this originally. We stole him from the FLSHF tread. I see this as interesting and certainly not a threat. Lexar (CF), Smart Media (other format), and Hitachi(IC maker) are the big threats. Did I miss anything? Other thoughts? Rex ($37)

To: Ausdauer who wrote (5073)	3/17/1999 1:00:00 AM
From: Rex Dwyer	Read Replies (1) \| Respond to of 60323

Will flash replace SDRAM, PC100 and RambusDRAM in newer PC's??? Not with SNDK flash. Certainly not with this bulk flash with formatting as we have now. SNDK is not fast enough, no time to go through the controller or even a flash driver. Again, these are different animals. Sorry. Also, DRAM rides on the edge of cost and speed for Desktops. We'll just have to wait for CompactFlash™ and the MultiMediaCard™ to increase sales by an order of magnitude without ever being placed on a PC motherboard. Remember, almost ALL of SNDK's revenues come from removeable memory. Cheers, Rex ($37)