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Technology Stocks : WDC/Sandisk Corporation
WDC 157.75+0.4%3:59 PM EST

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To: Ausdauer who wrote (16583)11/13/2000 5:15:16 PM
From: Road Walker  Read Replies (3) of 60323
 
Aus, There is good and bad news as SanDisk enters the embedded flash market. Following link (Thanks Albert on the AMD thread) is an SSB analyst report, of interest is the last section about flash prices. It is a commodity market, unless SanDisk has some serious differentiation.

Message 14796953

John
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