WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 187.68

+9.0%

3:59 PM EST

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To: Jim Greif who wrote (773)	9/19/1997 2:28:00 PM
From: Jerome Wittamer	of 60323

Thanks, I'm happy to get the feedback from a PR professional, I don't know anything about that. Though, I completely agree with you that "The best, or lowest cost, technology does not always win. The best-marketed product generally does win." I would even say that the best and lower cost product loses when competing against another heavily and smartly marketed product, even if it's worse techwise and is more expensive. The example until 6 months ago : SNDK vs FLSHF/INTC. FLSHF/INTC have decided to put fast gear now. But SNDK is still there. IMHO both technologies will prevail in the future in different industrial areas, for different kind of applications. A sound investment stategy is to play both technologies, thus both firms. Good investing, Jerome

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