Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 174.20

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10:30 AM EST

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To: Stitch who wrote (5269)	1/16/1999 11:50:00 PM
From: La Traguhs	Read Replies (2) of 9256

Stitch, First of all, you apparently don't think SEG has room for stock price improvement since you got out. Since I've been absent, I may have missed your reasoning. Remember when you an I both got out of KMAG a bit prematurely, to say the least. I ask 'cause I'm still in SEG after getting in for a "taste" a few months ago. You observations about SanDisk are right on. They have a 60 to 70% market share in flash and are successful lately convincing camera and PDA folks to switch from Toshiba's SmartCard to their CompactFlash. Remember that the IBM microdrive fits the CompactFlash space, so they're a believer. Now if only we were this smart six months ago. I'm looking very close at SanDisk right now and might get involved. I've got a bit more research to do. I'll compare notes with you. Regards, LT

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