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Technology Stocks : WDC/Sandisk Corporation
WDC 198.47-9.6%9:49 AM EST

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To: limtex who wrote (18577)1/25/2001 1:15:42 PM
From: orkrious   of 60323
 
MMC sales were down. How could that possibly be?

That is the least surprising thing in this report. Go back and reread someone's notes from the Q3 CC. Eli said MP3 sales were disappointing because of the Napster ruling. In this Q he talked about how the cost of an MP3 player with flash that plays an hour of music had to come down to $100 for MMC/SD to take off. If I remember correctly he predicts this in Q3 01.

Jay
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