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Technology Stocks : WDC/Sandisk Corporation

WDC 172.26

-2.2%

Dec 31 3:59 PM EST

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To: Road Walker who wrote (19096)	2/12/2001 11:05:44 PM
From: Ausdauer	Read Replies (2) of 60323

John, Perhaps Eli will wait until MMC is deeper entrenched in the mind of the consumer before he pushes for MMC licenses. Perhaps the same is true for CompactFlash. To be frank I am tired of waiting. I am also tired of fluffy press releases like this... siliconinvestor.com First, nobody can afford a 512 MB CompactFlash card. Second, the 128 MB SmartMedia is probably a low margin Toshiba card that SanDisk is selling in competition with its own CompactFlash products. I hardly see this as a victory for us. In fact, I see the FlashVision venture as a big boost for SmartMedia and Toshiba despite what Eli said at the shareholders' meeting last year. That is, that SanDisk's and Toshiba's final products from the FlashVision JV won't overlap. Somehow that just doesn't hold water any more. Aus

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