Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 157.75

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3:59 PM EST

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To: Z Analyzer who wrote (7024)	8/30/1999 11:01:00 AM
From: Sam	Read Replies (1) of 9256

Z, Flash memory has become one of the ways to play mp3 players. Sandisk, in case you haven't noticed, now sports a market cap of over $2 billion, up from $500 million or even somewhat less than that just months ago. Flash supplies are tight, with more companies adding capacity as apparently everyone has been surprised by how strong demand has been, both for mp3 players and new advanced cell phone and pager uses. These trends will just continue. Whether DDs get pulled into it seems questionable to me, except for perhaps IBM's microdrive. Even that seems questionable to me, though, as its biggest current advantage--higher capacities--will, I think, diminish with time, as flash memory makers push out capacity and increased volumes will dramatically reduce the cost of flash.

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