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Technology Stocks : WDC/Sandisk Corporation
WDC 178.23+0.8%Dec 23 3:59 PM EST

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To: Ausdauer who wrote (27380)2/5/2005 10:26:53 AM
From: Sam Citron  Read Replies (2) of 60323
 
Aus,

I was discussing the merits of a manufacturer of hard disk drives with a knowledgeable friend who has a large position in WDC and STX, when I made the statement:

I would be concerned that flash is beginning to gain the advantage [against miniature hard disk drives], as seen by iPod transition from HDD to Samsung flash.
Message 21014342

He replied, among other things: Flash has zero chance in movie cameras and the like(for a few years)
siliconinvestor.com

Do you agree with this assessment?

TIA,
Sam
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