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Technology Stocks : WDC/Sandisk Corporation

WDC 179.56

+0.7%

Dec 24 12:59 PM EST

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To: Ausdauer who wrote (5975)	6/9/1999 2:46:00 AM
From: limtex	Read Replies (1) of 60323

Aus - 1. NOKA is already using SNDK CF or MMC in one of its phones 2. SNDK is supplying CF to HP and CPQ for the Journada and Aero series of PHs. Cassio as you informed me uses CF. PH's are goning firmly in the direction of incorporating mobile phones. It is only a matter of time and my guess is that it will be this year. I do not mean phones that have some database capability I mean full blown PH's that also have phones. There is a big difference in my view. 3. QCOM has a join product coming with COMS for the new PdQ phone ( which looks great) it does all sorts of Palm type things. 4. QCOM clearly have a lot more in the works epecially as they have a JV with MSFT announced with a lotof publicity last year andwhich so far we haven't heard very much but it si going tobe big big news when we do and it will obviously be a wireless/internet/phone/data/messaging/networking device. This and all future generations of these devices are goinbg to require huge amounts of reliable, small, low power consuming, removable, well tried and proven, compatible, memory. That is how I try to prove the theorem or answer your question but interpolation. Best regards, L

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