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Technology Stocks : WDC/Sandisk Corporation

WDC 285.99

+1.2%

Feb 9 3:59 PM EST

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To: Pam who wrote (30405)	12/7/2005 8:55:41 AM
From: Pam	of 60323

This is from Monday- CIBC on SGTL is saying the opposite of what TWP is saying. But I would go with TWP in this case for the Nand story, it makes more sense. -Pam 05-Dec-05 07:39 ET In Play SigmaTel Q4 tracking well, but Apple may roll-out a new iPod Shiffle next year not using SGTL (SGTL) 15.57 : CIBC says its trip to Asia last week revealed several incremental data points impacting the MP3 market and, by extension, #1 MP3 IC supplier Sigmatel. On the positive side, demand and sell-through for MP3 players are running ahead of expectations. With one month left in the qtr, the firm thinks The co's Q4 is tracking well and that the firm's below-Street ests. for $82M and $0.12 could be conservative. However, the co's checks indicate that Apple (AAPL) is planning to introduce an updated version of its popular iPod Shuffle with a display next year. Checks suggest that Apple is unlikely to continue using SGTL silicon.

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