WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 150.21

+8.7%

Oct 31 9:30 AM EST

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To: Ausdauer who wrote (5995)	5/29/2000 10:35:00 AM
From: Ausdauer	of 60323

SanDisk (NASDAQ: SNDK) The Flash Memory Pure Play A Gorilla Game Investment Case for Flash Memory ______________________________________________________________________________ TABLE OF CONTENTS CHAPTER ONE Tornado Watch: Flash Memory's Central and Enabling Role in The Post-PC Era Can we find a gorilla in the forest of semiconductor manufacturers? Message 9878229 CHAPTER TWO Discontinuous Innovation: The Fossilization of Kodak, Fuji and Agfa? The industry leaders in color film have embraced digital photography. Will peaceful co-habitation follow? Message 9897772 CHAPTER THREE Links in the Value Chain: The Essential Features of a Digital Darkroom How the Internet, e-commerce, and the concept of the family PC have created an ideal platform for digital photography and other portable consumer electronics. Message 9920884 CHAPTER FOUR A Proprietary and Open Architecture: Distinguishing "Commodity" from "Commoditization" The contribution of SanDisk's IP in the creation of the CompactFlash Association. Message 9977057 CHAPTER FIVE Switching Costs: Can it Fit Inside a CompactFlash Slot? Will the CompactFlash form factor win out or facilitate other competing technologies? Message 10020997 SUMMARY Taking a Barometric Reading: Tornado or Monsoon? Will SanDisk's business plan succeed as we approach the stormy weather ahead? Message 10020997

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