WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 162.42

+3.0%

3:59 PM EST

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To: Trader X who wrote (18584)	1/25/2001 1:56:23 PM
From: limtex	Read Replies (1) of 60323

TX - . I think everyone here should have been alerted by the sluggish retail sales numbers that SNDK would get hit. How could they not? 1. There products are being used in many new devices. Nore and more each month. This they are getting indirect customers that have never had to use a SanDisk so they aren't a slow down to that extent. 2. They have new products themselves which again, each one of them gets used in all sorts of different devices. eg the MMC card. Phones, D-camras, PDAs, MP3's. 3. We heard that for instance Japan was suddenly doing great. The Japanses love gadgets and having the Japanese market come on stream strong should have been positive. Europe is supposed to be picking up and didn't we get Russia last qtr and or China. So there should have been some amelioration of the US slump from overseas. 4. There were plenty of articles sating how Flash was so important and SNDK got highlighted as one of the stocks of this year. Other flash companies seem as you say to be doing quite well. Thats just some quick respnese but other may have even more. Best Regards, L

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