WDC/Sandisk Corporation Message Board

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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: slacker711 who wrote (25810)	5/13/2004 2:45:31 PM
From: Cooters	Read Replies (1) of 60323

Any thoughts on how this is going to play out? If MP3 players/video become popular, Sandisk is a no-brainer at this price. It is great to see the slots becoming standard in a lot of the designs, and I do notice a lot of message board chatter complaining about insufficient on-board flash storage, so that part is good. The negative side is the two areas I notice getting popular are two-way video calls and streaming video clips, both of which are realtime apps that do not require storage. We'll need to see some apps that do require storage take off, the good sign is they are at least becoming available. I have hopes for MP3 and as the resolution gets better photo/video. I end up using my camcorder on the phone a lot and am always uploading clips to clear up room. I used yesterday morning's weakness to get back in SNDK, plan to hold through the WCDMA ramp.

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