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Technology Stocks : WDC/Sandisk Corporation
WDC 157.75+0.4%Nov 14 9:30 AM EST
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To: Starlight who wrote (16862)11/29/2000 9:06:14 AM
From: Ausdauer  Read Replies (3) of 60323
 
Betty,

Still trying to digest how PALM, HAND and RIMM can sport a
combined market cap of $32 billion despite the competition
they represent to one another and the threat that
Microsoft represents in the background. All along we are languising
here poised to produce cards for multiple, potentially enormous
consumer and business markets. SanDisk EPS will triple in
2000 over 1999. What the hell are we missing?

I understand Pocket PC now has captured 14 to 17% of the handheld
market and Compaq can't make iPAQ fast enough to keep up
with consumer demand.

Aus
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