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Technology Stocks : WDC/Sandisk Corporation

WDC 169.99

-2.4%

Nov 11 3:59 PM EST

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To: orkrious who wrote (10861)	5/9/2000 4:38:00 AM
From: Ausdauer	Read Replies (1) of 60323

Jay, Thanks for retrieving the WSJ article. Together with the Forbes article that was posted it is clear that we have very good times ahead, indeed. It would appear that flash memory will be ubiquitous. I suspect the cell phone market and the embedded applications are going to suck up a lot of wafer. Also, there are newer semiconductor variants which are incorporating flash memory into their designs, include a new variant of flash based FPGA's. These alternative applications will hopefully prevent a glut of CF coming to market. Cellphone unit sales are going to eat up a lot of flash wafer in and of themselves. I also wanted to apologize to Craig. The last two SanDisk posts are saying..."were entering the embedded storage market". Although they appear to be targeting local storage with IDE emulation (and not code storage), the implications are clear. I would consider SNDK more of a competitor with FLSH at this point than a competitor of SSTI. Read through this press release and you'll see why... siliconinvestor.com Ausdauer

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