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Technology Stocks : WDC/Sandisk Corporation
WDC 155.00-3.1%10:25 AM EST

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To: Don Hess who wrote (4966)3/5/1999 7:45:00 PM
From: limtex   of 60323
 
Don and Aus and all -

Don I think you missed the big reason for the pop and I don't think it is mainly due to CF. In fact I think its the MMC chip.

Sure CF is big and getting much bigger. But it is now clear that there are going to be a whole bunch of new phones whether G3 or otherwise that are going to tkae data/fax/e-mail/video etc and these need the MMC chip. The mobile phone business is now probably second to armaments/oil in world business. The growth is phenomenal and almost unlimited as is the scope for new services and products.

My guess is that Siemens has something to do with this share price rise and that the MMC chip is about to take off publicly.

Now as for MP3 has anyone got any firm info on which MP3 players thre are and or are expected soon and which use CF. Also what about the new CE color palmtops being used by schoolkids and when the teachers aren't looking they can plug in an earpiece and start listening to music in class!!! Sounds fascetious but I'm not joking. Anything goes where kids are concerned and they have unlimited budgets.

Best regards to all,

L
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