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Non-Tech : The New Iomega '2000' Discussion Group

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To: D.J.Smyth who wrote (891)6/22/1999 11:22:00 AM
From: Ausdauer  Read Replies (1) of 5023
 
Darrell,

I take exception to this statement you made...

"Sandisk's profit/gain history is also spotty, which says little about future potential. but, clearly, at current price points, flash is not a medium for the masses - it remains a niche, although a growing niche."

Flash competing in a "niche" market? Give me a break. Since when is mainstream consumer electronics a niche market?

also...

"the market expected more of IOM than it expected even of SNDK (with SNDK's cash and addtl proper leverage, they could actually make an IOM buy-out offer. funny world.)"

Flash memory and rotating media will never marry. You can pretty much bank on that. To even hint of SNDK acquiring IOM is ridiculous.

finally...

"odd that IOM expected more revenue from clik! than SNDK made all last year and the market is valuing SNDK market cap from their small revenue of $145 million revenue at $1 billion plus."

I find it odd that Clik! wasn't designed to fit in a CompactFlash slot. The market knows the golden rule...

"CARDS FOLLOW SLOTS"

Ausdauer
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