WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 158.02

+5.2%

9:30 AM EST

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To: Art Bechhoefer who wrote (18363)	1/20/2001 6:28:26 PM
From: Ausdauer	Read Replies (1) of 60323

Art, I can see the CompactFlash, MMC and SDMC assembly lines... ...consuming a lot of flash. As long as there is consumer demand for the handheld devices, digital cameras and MP3 players we should do fine. I still think we are just entering a rapid growth phase for each of these items. PALM and HAND have demonstrated that demand is high with their latest quarterly reports. I only wish there was a pure-play digital camera manufacturer we could track. We should also keep an eye on Sonic Blue's report. I try to keep reminding myself that 60% of US households have PC's, that most teenage kids are very comfortable in the desktop environment, and that the Internet will continue to grow. As I posted earlier, AOL boasts 140 million Instant Message subscribers. I also recently learned that Palm has sold 11 million handhelds since their inception. The breadth of the market is impressive. Aus

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