WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 157.75

+1.5%

Nov 26 3:59 PM EST

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To: Craig Freeman who wrote (3420)	7/1/1998 1:22:00 AM
From: kash johal	Read Replies (1) of 60323

I have been following SNDK for a while, but this is my first post. I have not invested in it yet, due to the fact that the FLASH chips and cards are commodity items. I have been attracted by the patent protections, which I think are enforceable. Having said that, if Sandisk is going to be a pure royalty based company, It is not clear even with royalties are 2-4X current rates that SNDK would be a good investment. I see problems ahead for next 6-9 months as Flash prices continue to bottom and folks sell product at a loss. I doubt if you have seen the bottom yet. Just my thoughts as I lurk in the background.

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