WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 181.54

+1.1%

Dec 26 9:30 AM EST

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To: limtex who wrote (26788)	10/14/2004 10:19:10 AM
From: Cooters	Read Replies (1) of 60323

Lim, I still consider Sandisk a play on the evolution of handset designs to flash card slots, so the weaker SNDK is in the interim the better for me. I did take a shot on Oct calls yesterday, that was a quick fizzle<ng> Listening to the call and knowing what we know about handset designs and 3G(all flavors) rollouts, I am thinking it will take into next year to see the designs shift to removable flash, then probably the holidays 2005 to get those handsets into the mainstream, and into early 2006 for the owners of those handsets to replace the OEM 32MB/64MB card with a big fat one. I want to be in SNDK ahead of the transition, and given the history of shortage/glut in the memory business, out of SNDK when the cards start flying off the shelves. Off to make some money so I can buy SNDK<vbg> Cooters

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