WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 139.09

-0.8%

Nov 21 9:30 AM EST

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To: Bill Zeman who wrote (5528)	4/22/1999 9:37:00 AM
From: Ausdauer	of 60323

Bill, I could not agree more. I am practicing my jig. Slowly, but surely we are winning the war against SmartMedia. The IBM/Sony alliance could breath some life into the Memory Stick, but as Eli said, if it really takes off it could consume available production of chipsets by a variety of producers, including SanDisk. I still am not a believer in a product with design-ins only by one manufacturer. I have been quite faithful to Sony including my recent VAIO desktop purchase, but they are just asking too much. CompactFlash will be the common currency for removable, non-volatile memory and SanDisk will hopefully be minting most of this currency. I still believe that MMC is the biggest threat to CompactFlash. All IMHO. Ausdauer (22 1/4)

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