WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 200.46

+6.8%

Jan 9 9:30 AM EST

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To: ralessipvh who wrote (12268)	6/27/2000 2:06:00 AM
From: Rocky Reid	Read Replies (1) of 60323

I think that the Palm Pilot news is the biggest news yet for Sandisk, bigger than the JV with Toshiba. Palm has now, with one single sweep of its magic wand, annointed the Sandisk SD card as the STANDARD in portable storage. Palm Pilots are going to be a central focus of the changing paradigm- and not PC's anymore. Handpspring has successfully demonsted to 3Com that users do want to expand the capabilities of their Palm Pliots, and the choice of Sandisk SD over a proprietary Palm slot, Memory Stick, or Smartmedia speaks volumes about the unique qualities and potential that SD has. This is simply HUGE news, bigger than the Sony/Palm rollout ,and will have greater real-world impact on the overall PDA market. But since the story is centralized on Sandisk, we'll be lucky to hear even a little blurb about it on CNBC.

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