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Technology Stocks : WDC/Sandisk Corporation

WDC 168.90

+4.9%

Dec 5 9:30 AM EST

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To: Starlight who wrote (19929)	4/3/2001 12:37:00 PM
From: Andre Williamson	Read Replies (1) of 60323

Dataplay - another 2c My gut instinct says that being in the middle of the road (ie ruggedness, size, storage, cost) means that Dataplay will get run over. I think re-writeable flash memories will drop enough in price, and fast enough, that people will be able to store plenty on them, so that if the goal is lightweight and rugged, flash will win out, while those for whom storage is the main issue will go with a cheaper solution like a CD/mp3 player or something with a hard drive like Nomad. Also, write-once is painfully wasteful from the consumer's viewpoint. If it's only a buck a disk, fine, but above that I think many will get dissuaded. Andre

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