WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 157.11

-5.4%

Nov 13 3:59 PM EST

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To: James Choi who wrote (1439)	11/11/1997 9:38:00 AM
From: Gary Spiers	Read Replies (2) of 60323

>>I will settle with consistent 10% per month gain for next few years. Remember that greed killed the money. In the market that takes we-never-made-money-so-far companies like Amazon.com and AOL to dizzy heights, why is this stock so undiscovered?<< My (amateur) theory is that companies like AOL and Amazon have a narrowly defined single product that people can easily relate to and understand. The 'problem' with Sandisk is that people have to spend some time understanding what flashram is and what it can do before they can understand the growth potential and differentiate Sandisks products from what may appear to be (or are) competing products. With successive (hopefully :-) ) improving financial statements, people will start to realise that there is something there but basically I think Sandisk is a longer term investment. The significant risk involved (IMHO and assuming competent financial, legal and r&d management within Sandisk) is obviously that a competing product or new technology ( e.g. holographic optical memory) may come along and sweep up the applications before the current potential value is realised in stock price. This means that a close watch is required on potential competitors (both traditional and non-traditional). >>By the way, did you know that smell can be recorded digitally on CompactFlash? A 20M CompactFlash can store three difference perfumes and can be indefinitely not only stored but also reproduced, thus eliminating the need to buy any more perfumes. Unlike ordinary perfume, CompactFlash can not only add/mix perfumes but also subtract one from the other, extracting the "essence" or difference or uniqueness of each perfume. This will pose a serious competition for perfume makers and there will be a congressional hearing about fragrance duplication protection law.<< ROFL! Gary

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