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Technology Stocks : WDC/Sandisk Corporation
WDC 158.11+0.2%9:55 AM EST

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To: Oscar Ayzenberg who wrote (7525)10/13/1999 11:05:00 AM
From: Ausdauer  Read Replies (2) of 60323
 
Oscar and Thread,

I don't know how to value the SmartDisk operation. I think the card reader accessories are small change in the grand scheme of things. For example, the ImageMate is selling extremely well, but isn't even mentioned as a significant contribution to revenues for SNDK. There products will be marginalized in the future, as they have already. Thus, focusing on them as an investment play seems to be a bit of a dead end.

All IMHO,

Aus
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