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Technology Stocks : WDC/Sandisk Corporation
WDC 242.00+8.5%1:29 PM EST

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To: ronco who wrote (683)8/25/1997 10:22:00 AM
From: LeeLyle   of 60323
 
Excellent presentation. Stock up 3 already. Mention of 38 flash patents by CEO Eli Narari. Held up flash disk to show everyone the product while mentioning all the customers: Canon; Kodak; Sony; etc., Mentioned they had 90% of design wins and were part of 35 digital camera products with big increases in all sales expected for Christmas 97 and during 98. Mentioned he expected greater licensing revenue of I think 50% for this year, not sure on period of time referenced. Mentioned use also in other products such as cellular. Good job and obviously good for stock visibility. Also mentioned in passing getting back clients who previously were going to use Intel product. Would appreciate clarification of that item from someone else who heard his bit on CNBC. Thanks

LeeLyle
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