WDC/Sandisk Corporation Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : WDC/Sandisk Corporation

WDC 169.99

-2.4%

Nov 11 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Steve 667 who wrote (11969)	6/14/2000 9:00:00 AM
From: Ausdauer	Read Replies (1) of 60323

"When I was at the Money Show in Las Vegas, at one of the round table discussion of the big high tech money managers, they did agree that, everything being equal, for big revenue growth potential, they preferred to invest in companies that sold to other high tech companies rather then the consumer. Looking at their picks, they are consistent. Just something to file away." SanDisk has a portion of their business aimed at the telecom industry, sells flash cards to OEM customers, and has the potential to sell flash on the spot market once FlashVision is up and running. I suspect that nearly all of the FlashVision output will be spoken for, however. Steve, about selling to industry customers over the consumer market...tell that to Microsoft. Ausdauer

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next