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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: Steve 667 who wrote (24466)1/5/2004 11:25:39 AM
From: Ausdauer  Read Replies (2) of 60323
 
The cheaper the chips, the cheaper the cost to SNDK, the more profit,
the more the stock goes up, the more money we have to buy toys.


Steve, I think you hit the nail on the head. SNDK is focusing on value-added card
products. Their approach to the cellphone market is different than Samsung. Look
closely at the post today from Slacker. SNDK and MOT in a deal to create yet another card.

This is the critical issue...

Card vs. Embedded NAND

Aus
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