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Technology Stocks : WDC/Sandisk Corporation
WDC 161.41+2.3%1:37 PM EST
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To: Craig Freeman who wrote (12151)6/21/2000 8:37:00 PM
From: Ausdauer  Read Replies (1) of 60323
 
Craig,

I am not holding SSTI and I regret that. If you look back early last Fall you will see a very bullish press release from Jeff Garon that essentially predicted robust earnings with concrete estimates. The investment community loves this kind of confidence and the company has delivered as promised.

As we have discussed, I don't think the SSTI and SNDK books of business overlap, but fear that SSTI has more competition and lower barriers to entry. SanDisk has capitalized on its IP (read: cash flow) while SSTI has not. I see SanDisk's IP as balanced and broader. I see a much larger C.A.P. umbrella for SNDK.

The low cost structure of SuperFlash is interesting and SSTI's development of a thick oxide process with fewer manufacturing steps appears to give them a distinct advantage. They are small and nimble. I don't know if SSTI and SNDK ever considered joining forces. It would seem that there could be some synergy their, but at the expense of a larger company with a more diversified product line.

Right now I favor the prospects of high density consumer flash cards over low density code storage. There is a lot of optimism factored into FLSH's and SSTI's market cap right now and a certain degree of pessimism factored into SNDK's stock price. I am not sure of the reasons for this. Perhaps the conservative EPS estimates or a general lack of appreciation for SanDisk's position in the flash market place.

Ausdauer
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