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Technology Stocks : WDC/Sandisk Corporation

WDC 173.61

+6.5%

12:23 PM EST

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To: Arby who wrote (17701)	12/27/2000 6:21:42 PM
From: Ausdauer	Read Replies (2) of 60323

Arby, I would be happy to hear your impression of SNDK as an investment. Your article on digital camera unit sales was interesting. Some 20 million units in 2001? Meanwhile Palm alone sold 2.1 million handhelds last quarter. The handset market will reach some 1 billion units annually in the next few years. These are great words of encouragement. Here is a little more d.d. written at a time when my enthusiasm for SanDisk hadn't been worn thin. I think that this analysis is still generally true... ...other than the fact that SmartMedia is probably the more dominant form factor for digital cameras for the time being, and is almost certainly the dominant MP3 medium. I still think CompactFlash has brighter days ahead in these target markets. SDMC/MMC seem like they will be tough to beat in the handset race and with endorsements from Casio and Palm MMC has a distinct lead in the handheld PC arena. Here SmartMedia has no inroads. Message 13903358 Ausdauer

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