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Technology Stocks : WDC/Sandisk Corporation

WDC 150.21

+8.7%

Oct 31 9:30 AM EST

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To: add who wrote (18371)	1/22/2001 9:24:06 PM
From: Ausdauer	of 60323

M-Systems thinks 2001 will be a good year for their FFD product. m-sys.com This could consume a lot of flash. The FLSH CEO stated that Q1 2001 earnings will be less than Q4 2000. They also stated that they had primarily "2nd and 3rd tier" players as customers in 2000 and hope to have more "1st tier" players in 2001. They named Nortel as one such player. This suggests that the telecom infrastructure market will be requiring solid-state drives for their build-outs. Hopefully this will be help keep overall demand for storage flash quite robust going forward. FLSH gave cloudy guidance for 2001 and they got hammered for it. The end-products they are targeting appear to be set top boxes, Internet appliances, thin clients... I don't know about sales projections for these types of devices, but none of them seem to be "must have" items from a consumer perspective. In fact, consumers seem to have given items like Internet appliances the cold shoulder. The FLSH CEO also said NAND prices had "gone down slightly" in Q4 versus the flash pricing in Q3 2000. Overall I like SanDisk's target markets better. Aus

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