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

To: Walter Morton who wrote (5728)	5/16/1999 11:37:00 AM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

Walter, Thanks for engaging me in this conversation. Sometimes I feel like I am posting into a void, but every time I go on vacation I always have some down time to look into new developments so there has been a flurry of posts. This is a response to your earlier post that you requested. First, I had a question. Is EDIG a spin-off of NCII??? I could not figure that out. Second, the post you linked is quite old and the complexion of the market has changed dramatically since 1997. Now the response... Q: How will Windows CE help SNDK? How will content providers like Audible.com support CF sales? A: To support my impression I direct you to the latest issue of PC Magazine. There is a feature on newest breed of PDA's, those sporting high resolution color LCD screens. The Cassiopeia E-100 is the "Editor's Choice" and this is well deserved. The section on the E-100 emphasizes both the bright and crisp LCD screen with 65,000 colors, the processor speed, digital video capability and the stereo headphone output jack. THIS IS AN AWESOME MULTIMEDIA MACHINE. IT WILL TAKE PALM COMPUTING TO A NEW LEVEL. I quote, "We loaded Audibles's AudiblePlayer (bundled with all but the HP units) and MpegTV's Audio MP3 Player. Audio books from Audible and MP3 music files played clearly via the internal speakers on the Casio, Compaq, and Everex units, but were more enjoyable when listened to with headphones. We were particularly impressed with the Cassiopeia's stereo headphone signal." A photograph of Audible.com's GUI on a palmtop accompanies this paragraph. It states "Audible's AudiblePlayer turns a Windows CE P/PC into a spoken audio player." Thus, you can download any content you would like from Audible onto a CF card via your PC with a SanDisk ImageMate and then listen on the road during a business trip or whatever. The same can be said for mp3 files. I have done this myself with an mp3 interface from www.utopiasoft.com on my NEC MP 770, but unfortunately the earphone jack is only mono. My point is, anything that is digital and audio or visual and can be compressed and enjoyed in a handheld device is a potential CF market. Regardless of which compression standard, which encoding software and which type of content they will all require some form of storage AND, for the time being, connectivity to a PC. CompactFlash and the MMC will be the dominant form factors for reliable, portable, rugged, non-volatile, low energy consuming flash memory for a plethora of mobile computing applications. SanDisk will be minting the currency with which every day digital "transactions" are carried out. Ausdauer