WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 172.26

-2.2%

Dec 31 3:59 PM EST

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To: Jason W who wrote (13535)	8/3/2000 11:02:03 AM
From: Ausdauer	Read Replies (1) of 60323

Jason, 1. What are the leading candidates for a technology that could possibly replace flash in the future? 2. When is the future (a product supplanting flash)? 3. When will supply outweigh demand for CF? 4. Are the current and future uses of CF going to push out the supply/demand factor further than most ANALysts imagine? 5. Are decreasing price and margins a major concern going forward for SNDK? for their royalty stream? 6. IF a product comes along to supplant CF, do you think everyone will just throw away their current DC, MP3, cell phone, or other device that currently uses CF? (sort of a rhetorical question) 7. Why is SNDK stock dropping so much? 7a. Do you believe "the street/analysts" don't know/understand the story? or do they understand it just fine and think CF is a fad? OR do they not know SNDK exists? 8. Why is SNDK rarely mentioned when flash is discussed on TV or print media? 8a. Is SNDK obscure or does their PR suck? I am looking for answers...I have liked stocks and companies before, but I feel especially confident w/ SNDK. Am I blinded by enthusiasm? or does the potential for multiple tornados in DC's, MP3's and cell phones really exist? Will SNDK be the largest benefactor of flash? Do the 100+ companies that use CF as "the standard" hold no weight? Will their royalty stream combined with their own growing sales create a Gorilla or King? I am just wondering aloud as my investment stagnates...is SNDK going to pull a RMBS/QCOM type move SOMETIME in the future? I share your frustration, Jason. Aus

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