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Technology Stocks : WDC/Sandisk Corporation

WDC 163.58

+0.2%

Dec 1 3:59 PM EST

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To: Artslaw who wrote (21287)	12/12/2001 10:36:02 AM
From: Ausdauer	Read Replies (1) of 60323

Steve, I read the snippet from the Merrill Lynch report a few more times... ...and can't tell if it is a buy or sell recommendation. This rating system is foreign to me as well... SNDK, C-3-2-9 ...and must be some sort of safety/volatility/timing rating. I wonder if the remainder of the report was positive or negative. Looks like another blip up again today. No news that I can see so far. Perhaps Sam's post about consolidation of manufacturing is viewed as positive by the analysts? I never thought of Infineon as a competitor in SNDK's markets and it would appear they continue to specialize in Flash ROM applications. Some of the new, pre-loaded Palm flash cards contain ROM content. I also got an e-mail today and it looks like several competitors are essentially liquidating inventory. Viking is selling 32MB CompactFlash at $9.99 a piece at PC Mall and Kingston is selling a 256MB CompactFlash for a little over $100 a card. Is it possible these companies are exiting the market or scaling back production? Aus

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