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Technology Stocks : WDC/Sandisk Corporation
WDC 221.57-0.2%Jan 16 3:59 PM EST
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To: SBHX who wrote (6553)7/28/1999 10:22:00 AM
From: Ausdauer  Read Replies (2) of 60323
 
Sacred,

Thanks for your thoughtful and well-researched reply.

I agree with most you have to say. If you look at IOM revenues on a quarterly basis you see the power of producing a consumer item. The consumer market is gigantic. I believe that their will be some nice fat margins at the high end of the capacity range that is required for digital cameras and mp3 players.

SanDisk has an awesome retail presence.

Agreed, the website is a bit too staid for the product line.

I think 2001 and 2002 will be huge years for SanDisk and 2000 will give us a taste of things to come.

Ausdauer
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