WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 157.75

+1.5%

3:59 PM EST

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To: Jim Greif who wrote (21329)	12/17/2001 9:52:50 PM
From: Ausdauer	of 60323

Jim, nice to hear additional confirmation about digicam sales. I hope your cousin's employer carries SanDisk brand flash products and not "ACME" brand. Tonite I spent some time collating some Summer photos to make a CD for family. I am amazed at the number of nice shots that I have assembled in the last year or so. I think the 3.3 megapixel cameras, if combined with a nice lens, are really the sweet spot. During my last vacation it would have been absolutely impossible to get along with just a single 64MB card. This Christmas may see more people jumping in at 1.3 and 2.1 megapixel resolution. And I hope they have a great experience so that they upgrade in the next year or two. There are a lot of very affordable 2.1 megapixel cameras out there. Yes, this is shaping up to be a big Christmas for flash memory cards. Let's hope SNDK has found a way to capture some of these sales. This Toshiba post about Dominion is starting to bug me. It would be great to hear that this is purely a rumor. After all, Eli predicted earlier this year that the available production capacity would likely be unable to meet future demand. OK, not in 2001, but maybe in 2002 or 2003. But to hear them retreat from the Dominion fab would be an indication that SNDK still has no handle on market demand for their chips or that their projections for 2002 and beyond fall far short of their original expectations. That would really hurt and it would be a terrible holiday present. Aus

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