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Technology Stocks : WDC/Sandisk Corporation
WDC 179.68-1.0%Dec 29 3:59 PM EST
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To: Art Bechhoefer who wrote (26837)10/15/2004 7:10:59 PM
From: limtex  Read Replies (3) of 60323
 
AB - Firstly I reackon oil the oil price bubble will collapse the day after the election or the next after that. Just my hunch.

As for AAPL they have given their entire company a huge boost with the ipod. Its not just the sale of flash that I had in mind but the creation of a new genre of device just as they have done with the ipod. The ipod is like the first Sony Walkman of 20 years ago.

I said years ago that flash as the core component onto which SNDK should bolt the devices. That was before MP3 players and USB flash memory were even dreamed of.

Next year we will have 8Gb flash cards and imho SNDK should be putting out a sleek new well designed MP3 player with a 1Gb flash card in it and with a space already for the 8 Gb flash card. Ready with appropriate discounts etc for the relase of the 8Gb cards.

That way sndk will capture a lot of customers that might go Ipod in the interim and will have their sndk devices with all sorts of web or blue tooth goodie accessories ready to go NOW not in choimus land. That imight also get the analysts to take a bit more notice of sndk that is going to go way ahead.

After the last two days sndk ought to be in a mood to listen to any anything that might be of assistance.

Best,

L
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