WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 157.11

-5.4%

3:59 PM EST

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To: scott who wrote (1319)	11/5/1997 10:35:00 PM
From: Rex Dwyer	Read Replies (3) of 60323

I'm back from the conference... Answers to questions: Q: "Will SNDK split because of low float?" A: Who knows? I think the secondary will take care of some of that. I really don't think it matters unless we are about to sell the stock, then it gives the stock a little kicker... Q(JOE): SEG owns 25% or 20%?? A: 25%. Q(Michael G):"I'd like to see them show a prototype cell phone/e-mail/computer at the press conference, a la the phone in the movie 'The Saint'" A: They did. This product already exists, but without the new MultiMediaCard or CompactFlash. Check out the Nokia 9000. The Nokia representative had one that I played with. Actually, I've used Gordon Mayer's Nokia 9000 once before. He's the president of GeoWorks (GWRX). The Nokia people seemed to be the most ready to use the MMC. Smart phones are really the target market for the new MMC. Q: (Jim) Can anyone decipher the differences in applications for the chip that SanDisk will sell verses the ROM version that Siemens will sell? A:You may buy a "Phone Book, city map, restaurant/business guide" on a Siemens ROM MMC, but you'll want to store your email messages and your voice mail messages on a SanDisk MMC. I saw a mock up of a phone that had two MMC slots in it. Yes, there is room for two slots in a SMALL cell phone. Q: (scott) can you shed a little light on one cautionary comment out of Rex's and Jerome's report. Embedded Markets: SanDisk is not winning in the embedded flash markets." A: Ask Jerome, that was his observation. Q: (scott) Is this the ROM that is being "farmed out" to Siemans? A: No. Siemens is making their own thing through their own channels. It happens to be the same format as SanDisk's. Rex

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