WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 165.54

-2.6%

2:37 PM EST

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To: JMD who wrote (17778)	12/29/2000 9:38:48 AM
From: Road Walker	Read Replies (2) of 60323

Mike, I think this topic is appropriate for the SanDisk thread, as embedded and card flash memory will benefit from a cell handset upgrade cycle. re: What's your crystal ball say? Garbage in, garbage out. In other words, I haven't given it a whole lot of thought. My limited perspective is that I haven't yet seen a compelling product, with compelling features, to move the consumer's wallet out of his pocket. But investing in front of the next handset upgrade cycle could be huge, considering the base. Is the Qualcomm thread the best SI thread to follow for discussion of handset trends? John

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