SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : WDC/Sandisk Corporation
WDC 153.96+0.7%Nov 19 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Dan Guinan who wrote (3527)7/20/1998 11:48:00 AM
From: Ausdauer  Read Replies (2) of 60323
 
Dan,

I quess the label of "one trick pony" is not accurate for SNDK. You can certainly make a compelling argument based on "potential applications" for SDNK product line. The fact of the matter is that some of these areas of "potential" are already on the shelves of most retail computer and camera outlets. There is much less speculation for SNDK regarding whether they will garner design wins, whether the products actually work and whether there is a market demand. SNDK will rise as consumer awareness and acceptance kick in.

I understand there is a 160 MB CF card in the works. That is simply awesome.

My personal opinion is that the computer retailers are going to be selling the bulk of digital cameras and removable memory. The average person visiting Ritz camera, for example, may not have alot of computer experience. People at CompUSA and the like are likely to be versed in computers and possibly be designing web pages or the like. They are less likely to balk at a $500 or $600 computer peripheral like a digital camera.

It is easy to fall in love with SanDisk and I am a victim of the same. Still I remain lying in wait for the stock to take flight once again.

P.S. I agree with your ysis of the valuation of the stock and disagree that the royalty revenues are a facade for the company's lack of profitability in the CompactFlash market for all the reasons I mentioned previously.
Would you mind commenting how their cash and short term equivalents managed to increase $6 or 7 million in one quarter with only $0.04 per share in earnings? Maybe they invested some of their cash in Viagra futures?!
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News