WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 140.23

-8.9%

Nov 20 3:59 PM EST

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To: Steve 667 who wrote (4548)	1/27/1999 2:36:00 PM
From: Ausdauer	Read Replies (2) of 60323

Steve, Thought there may be some upward movement in other flash providers in sympathy with SNDK's recent strength. FLSHF moved up sharply yesterday. The earnings release seemed to burst their bubble today. I took a peak at their revenues, which are meager. R&D expenses are only a half a million or so a quarter. Question remains whether some of these smaller producers will be able to survive, especially if CF and MMC become core "currencies" in removable memory. Also, R&D budgets will likely be central in staying ahead of the curve. I also wonder whether embedded flash could become a commodity like DRAM or SRAM. Without core competencies or flagship(original) products it seems only the strong will survive. My personal opinion is to take the side of the industry leader and SNDK appears to have the firmest hold for now. They have the potential to dominate the market. I have had some interest in SSTI (small position when they were trading at book) only because SNDK is interested in sharing some of their technology and because they have a solution to write speed problems SNDK has not addressed satisfactorily with regard to CF. Ausdauer (29 1/8)

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