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Technology Stocks : WDC/Sandisk Corporation

WDC 176.87

-2.4%

Dec 22 3:59 PM EST

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To: Louis Riley who wrote (1084)	10/24/1997 1:19:00 AM
From: Mike Winn	Read Replies (3) of 60323

It's no surprise. Intel is only good at making microprocessors. It lost the battle in the past in the DRAM, SRAM, and EEPROM markets. Several years ago, Intel has to close down the Aloha plant in Aloha, Oregon because of that. So there is no surprise if Intel looses the FLASH market this time to tiny Sandisk. But anyhow, Intel will come out as the winner in all this. Any product that spurs the sales of PC will benefit Intel. Recently, Intel entered the network interface card (NIC) business and pushed the price down, and it hurted 3COM for a little while. But 3COM has recovered and regained back market share. But that's no problem for Intel because it's not in the NIC business. What matter is cheap NICs will spur higher demand for throughput on PC, will then spur demand for new fast microprocessor, which will ultimately benefit Intel. Same reason for Microsoft to create those free web sites to play games. Bill Gates and Andy Grove are both smart "crooks". There is absolutly no slowdown in demand for flash.

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