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Technology Stocks : WDC/Sandisk Corporation
WDC 163.00-0.4%Nov 7 9:30 AM EST

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To: Ausdauer who wrote (8094)11/13/1999 12:38:00 PM
From: pala  Read Replies (1) of 60323
 
Hi Ausdauer; I've really been enjoying your posts.

A few of us over on the Gorilla and Kings thread are looking at Sandisk again (I'm long).

I've recently found your G&K presentation and really like it.

Could you point me towards info on
1) Intellectual Property rights
2) barriers to entry by competition, or strategy to stay ahead
3)Market share now and in the future
4)I'm assuming that switching costs are low

Thanks
Doug
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