Rex, Aus,
It has indeed been a dramatic surge over the past few weeks, almost as if SNDK was called "Sandisk.com". For it to continue, though, I think that someone has to make a MMC announcement. We aren't going to new highs on the strength of digital cameras alone. But if we get a nice report, and we get an announcement that Nokia or ERICY are incorporating MMC in their cell phones to be sold, say, in the spring or summer--then this pop will, I think, be really validated, and we will go to new highs (overall market permitting). One can't be certain of the timing of the new highs, but they will happen, barring of course a market collapse, or a dramatic collapse in flash prices.
Best wishes,
Sam |
