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Technology Stocks : WDC/Sandisk Corporation

WDC 181.54

+1.1%

Dec 26 9:30 AM EST

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To: turnmore who wrote (19037)	2/10/2001 10:04:27 AM
From: Ausdauer	Read Replies (1) of 60323

Less warm and fuzzy. Turnmore, The last conference call knocked the fuzz off most of the "warm and fuzzy" feeling. Going forward I am trying not to pigeon hole SanDisk as a consumer electronics commodity producer, because I don't think that is a fair representation. But Q4 did show how vulnerable SanDisk's business plan is as it now stands. Here is what they said in the press release from Q4... "Every one of the markets addressed by SanDisk-- digital consumer electronics, digital wireless, internet appliances and telecommunications infrastructure-- is in its relatively early formative stages, with accelerating growth predicted by industry analysts over the next few years. I don't know what 2021 will be like, but I am still optimistic that the growth we witnessed in 2000 will be echoed in the near future. In the interim I am trying to critically reappraise SanDisk's position within the flash industry. In 2001 it will be crucial to determine if the SanDisk IP can be leveraged and to evaluate the impact of the FlashVision JV given the current market lull for SanDisk's products. The content of future press releases will hopefully give us some indication of how things are maturing. Having said that I was disappointed with the SanDisk/Zoran announcement. The products announced won't be available until the second half of 2002. I don't even know if I can play an MPEG-4 video on my PC or whether formats such as Apple Quicktime, a RealNetworks compression standard, etc... will be more competitive. SanDisk has announced its interest in MPEG-4 through its 10% stake in Divio and the SD Card announcements regarding possible adoption of the standard. I don't know what applications will be targeted, but if it is color video on cellphones or PDA's I would say that I am somewhat sceptical that there is an established consumer interest in this type of product. As an added perk to a standard still frame digital camera I think there would be a lot of promise, however. Similarly, Zoran's single chip CMOS sensor/processor IC is currently being demo'd at a 1.3 megapixel resolution supporting AVI video. I don't interpret this as state-of-the-art technology and I doubt that Zoran is the only company out there who will have a competitive integrated sensor/processor solution. siliconinvestor.com Whether or not this Zoran's solution will be accepted by most digital camera manufacturers and whether or not the announced relationship with with SanDisk will be beneficial to SNDK shareholders is very unclear. In any case Zoran and SanDisk do seem to have one thing in common... ...a close approximation of their 52 week lows. Aus

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