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Technology Stocks : WDC/Sandisk Corporation
WDC 163.33+3.5%Nov 28 9:30 AM EST

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To: Art Bechhoefer who wrote (6866)9/3/1999 10:26:00 AM
From: Sam  Read Replies (2) of 60323
 
Art,
Sony's marketing prowess didn't help them with BetaMax, and I don't think it will help them with Memory Stick either. Their competition won't want to allow them to dominate the flash/removable storage market. Sandisk is the logical "neutral" choice to be the keeper, as long as they don't get too greedy and as long as they can keep pushing capacity forward and price down, quickly and steadily.

I still think it's Sandisk's market to lose.
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