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Technology Stocks : WDC/Sandisk Corporation
WDC 151.74+9.1%3:28 PM EST
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To: docpaul who wrote (14945)9/23/2000 9:34:58 AM
From: hueyone  Read Replies (1) of 60323
 
Thank you Docpaul,

That was an excellent discussion and delineation of the very different markets that SNDK and SSTI target. I am happily and confidently invested in both Sandisk and SSTI, and I see no real conflict of interest in taking this position. With respect to their growth rates, both these flash companies have patents and widely adopted open proprietary architecture targeting hypergrowth markets that will likely assure continuing revenue and earnings hypergrowth for both companies well in to year 2001 and beyond.

Best, Huey
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