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: Will Lyons who wrote (5166)	3/22/1999 6:38:00 PM
From: Art Bechhoefer	Read Replies (1) \| Respond to of 60323

FLSHF has two products, recently announced. One is a very large size flash memory that, at $5000 or so per unit, belongs in a market for devices, such as military equipment, but probably not in your ordinary digital camera. The other, as I understand it, is a combination disk on a chip that includes functions other than flash memory, and might pose some competition for SanDisk. Apparently the device is to be made by Toshiba. Ultimately the success of competing products must be based on price and performance. So far SanDisk has shown itself to be the leader in both these criteria, but of course it could change. That's one of the risks involved in investing in new technology. I will try to get some more detailed input from SanDisk on this, but I suspect that SanDisk, given the efficiencies it is now achieving in its recently completed plant in Taiwan, still has a distinctive edge.