WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 157.75

+0.4%

Nov 14 9:30 AM EST

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To: ForYourEyesOnly who wrote (1984)	12/7/1997 10:31:00 AM
From: limtex	Read Replies (1) of 60323

To All - 1. I have been saying for some time that cameras are not the only or for that matter the main dirver of this companys future revenues- thise in my view will be voice/music/telephony driven. 2. You can't get a physical disk drive down to the size of the new generation of mobile phones. Even if you could the disks themselves would be impractical to manoever or handle and working parts that small don't provide good price /performance/robustness. 3. This is just the begining of the Compact Flash product life. Improvements will come very quickly and SNDK will not of course be the only one but it will be up there with the leaders and that'll be enough to provide very good revenue growth for the next ten years. 4. SNDK has a number of patents and several of the reccent announcements of new Flash products from other manufacturers are licensed from SNDK. The more they sell the more SNDK makes and enjances its position. 5. SNDK has just entered into a joint venture with Siemens for the MMC chip. Siemens is a very serious World class player in the Telecom industry. Hope the above helps to focus on the Companys potential

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