WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 152.00

-0.6%

1:03 PM EST

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To: Rocky Reid who wrote (11504)	5/26/2000 8:06:00 AM
From: Ausdauer	Read Replies (2) of 60323

"SWITCHING COSTS" and other barriers to entry... ...have given SanDisk an unassailable advantage over its competition and placed SanDisk in an elite group that clearly distinguishes itself from the manufacturers of low density embedded chips. Dan Niles, Bennett Notman and Mark Edelstone all know this. I am sure that they are not alone. There is massive accumulation of shares in our current price range. These guys are going to literally clean up by accumulating shares at these levels. PLEASE REALIZE... There has been spontaneous standardization... ...on two standards invented by SanDisk. *This includes the digital camera megamarkets choice of CompactFlash (and, to a lesser degree, SmartMedia, another SanDisk/Toshiba/FlashVision product). Meanwhile, the MP3 market is gravitating toward the SanDisk MultiMedia Card and to SmartMedia (another product of SanDisk and the FlashVision JV). QUALCOMM has decidedly chosen SanDisk's MultiMedia Card for cell phone applications because of its slim profile, its card holder that adds about $1.50 to the cost of the handset, and its capacity advantage over embedded chips. The Qualcomm announcement earlier this week is a milestone event for SanDisk. It underscores the importance of standardization and the popularity of MMC as the "solution-of-choice" for the cellular phone market. Switching Costs help define future "Gorillas". Short product life cycles and the habits of the design engineers dictate that a switch to a competing standard (of which I cannot think of any) will not only lead to headaches, but will also jeopardize consumer acceptance. Ausdauer Still not seeing the BIG PICTURE?**

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