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Technology Stocks : WDC/Sandisk Corporation
WDC 152.88-5.9%Nov 18 3:59 PM EST

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To: OrionX who wrote (4517)1/26/1999 4:17:00 PM
From: Ausdauer  Read Replies (2) of 60323
 
Orion,

Although earnings are less impressive (due to tax treatment), the business environment, breadth of the product line and design-in penetration are considerably different from 1997 and 1998. There are now several "megamarkets" which will be looking for flash memory solutions that SanDisk is pioneering. The company is extremely well positioned at this point, a statement which could only be made with a certain amount of reservation 12 and 18 months ago.

Ausdauer
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