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Technology Stocks : WDC/Sandisk Corporation
WDC 139.09-0.8%Nov 21 9:30 AM EST

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To: Ausdauer who wrote (14944)9/23/2000 2:24:08 AM
From: Craig Freeman  Read Replies (1) of 60323
 
<Mostly OT> Hardware Report #3 - Success!

The Plextor 12/10/32 IDE drive has proven itself a worthy companion to flash images. Files under 1MB can be copied so fast that nothing at all appears on the display and there is ZERO delay. Larger files copy at a rate of about 1MB/sec ... as fast as many older hard disk drives. The advent of sub-$1 12X 80 minute CD-Rs (700MB) means that you can back up 1GB easily in under 10 minutes. When 10x CD-RW media arrives, removable storage will only get cheaper. Plextor's ability to stop and restart as needed without data loss makes it a uniquely valuable storage device.

On the semiconductor front, I sold half of my INTC shares ten days ago but the other half took quite a beating today. Here's hoping that next week will be better for SNDK and the SOX.

FYI: Check out what Kangaroo and Tiger have going. They have a 10GB MP3 player for <$250! It weighs so much it would feel like an anchor around your neck but they clearly have the right idea. Their 14-hour MP3 CD player is an even better idea (and that much worse for flash makers). With INTC selling Strata to cell phone makers and MP3 CDs on the horizon, SNDK may well end up owning the camera and camera-like markets with nowhere to go.

One man's opinion with comments welcome.

Craig
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