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

To: NY Stew who wrote (5931)	6/4/1999 6:14:00 PM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

Stew, I have a "limited edition" release of a classical guitar soloist on an MMC ROM that I received bundled with my Pontis mp3 purchase. It has about 15 minutes of recorded music. It looks like a regular MMC card except there is a cardboard overlay with the artist's photograph. It came in a standard-sized jewel case with a cardboard pull-out that houses the card and the liner notes. I suppose that a standard album will require at least 32 MB of ROM unless compression can be pushed a bit. IMHO, the sound is indistinguishable from a CD. Ausdauer

To: NY Stew who wrote (5931)	6/11/1999 7:57:00 AM
From: Ausdauer	Respond to of 60323

An Investment Case for Flash Memory Table of Contents CHAPTER ONE Tornado Watch: The Unrealized Potential of Flash Memory in Digital Photography and Portable Consumer Electronics Can we find a gorilla in the forest of semiconductor manufacturers? Message 9878229 CHAPTER TWO Discontinuous Innovation: The Fossilization of Kodak, Fuji and Agfa? The industry leaders in color film have embraced digital photography and are planning on a protracted period of peaceful cohabitation. Message 9897772 CHAPTER THREE Links in the Value Chain: The Essential Features of a Digital Darkroom How the Internet, electronic commerce & communication, and the concept of a family PC have created an ideal platform for digital photography and other portable consumer electronics. Message 9920884 CHAPTER FOUR A Proprietary and Open Architecture: Distinguishing "Commodity" from "Commoditization" The significant contribution of SanDisk's intellectual property in the creation of the CompactFlash Association. Message 9977057 CHAPTER FIVE Switching Costs: Can it Fit Inside a CompactFlash Slot? Will the CompactFlash form factor win out or facilitate other competing technologies? Message 10020997 SUMMARY Taking a Barometric Reading: Tornado or Monsoon? Will SanDisk's business plan succeed as we approach the stormy weather ahead? Message 10048370