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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: limtex who wrote (8295)	12/4/1999 12:18:00 PM
From: Sam Citron	Read Replies (1) of 60323

Limtex, Aus, Thread, Just wanted to say thanks for the many intelligent responses you have given to my question about the competitiveness of the Clik solution. Actually, I think the response about the lack of a second source supplier for the Clik may be one of the biggest inhibiting factors. I'm sorry I missed the ride earlier in SNDK. I expect flash to do very well but I am very concerned about the commoditization issue. There will be a huge market for flash but I fear that the Korea and Taiwan may do to it what they did to DRAM. Is there any segment of the memory market that has escaped this issue? Anyone keeping track of supply side issues?

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