WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 139.09

-0.8%

Nov 21 9:30 AM EST

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To: Sam Citron who wrote (8292)	12/4/1999 12:06:00 PM
From: Derek C.	Read Replies (1) of 60323

Sam, I believe your message underscores the problem that sandisk has had in communicating its message to the world. Perhaps this is the reason for its weak stock performance in light of recent Wall Street Bull run. You are obviously an intelligent and fair minded investor. Sandisk has secured more than 200 designs in new gadgets such as Digital Cameras, MP3 player, Palmcorders, Handheld PCs, Cellular phones but a "single" model of Agfa design (Agfa supports both CF and Smartmedia in other models) with Click after two years of marketing efforts by Iomega creates doubt in ones mind about the viability of flash vs. rotating media. It has been a while since IBM announced its 340 MB CF+ card. I remember that sandisk stock dropped sharply when they announced this product. Since that announcement Sandisk has quadrupled its memory capacity, lowered its cost and has troubled keeping up with exponential demand for its flash products. Meanwhile IBM has had difficulty keeping its promise of low power, rugged and low cost design. Most of the systems that have designed for CF type II slot (CF+) can not take IBM because of its excessive power and unreliability ( i.e. RCA Lyra MP3 player). Perhaps Sony is the best testimony for the viability of flash memory. Sony has been traditionally very strong in Magnetic/Optical memory devices. Its Mavica became a huge success in US with its Floppy memory. As you know all their new models use flash based Memory Stick. Let's hope that Sandisk is holding on its PR efforts because of the allocation issues and the existing problems in supply enough flash to its existing customers. I hope that they engage in a more aggressive PR campaign next year. It seems like it that financial analysts such as the ones on CNBC do not know much about sandisk either. Cheers, Derek

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