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Technology Stocks : WDC/Sandisk Corporation
WDC 179.68-1.0%3:59 PM EST
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To: Cooters who wrote (26817)10/14/2004 5:03:47 PM
From: slacker711  Read Replies (1) of 60323
 
I think they said 40.

Maybe I was underestimating the potential for Transflash, but this seems like a big number. I think that Motorola was only going to bring about 40 new models to market during all of '04. Sandisk must be getting quite a bit of penetration with Motorola and also be getting traction with Samsung or another new account.

I was guessing that most of the market would end up going miniSD but it seems that Transflash will be more than a niche player.

Slacker
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