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Technology Stocks : WDC/Sandisk Corporation

WDC 166.10

-2.3%

Nov 12 3:59 PM EST

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To: Binx Bolling who wrote (5711)	5/14/1999 7:17:00 PM
From: Ausdauer	of 60323

Binx and Thread, Sunnyvale, part IV "Megamarkets" Shareholders became aware that SanDisk currently has a diverse market composed of several megamarkets. Dr. Harari divided these into two major subgroups; consumer electronics and industry applications. The consumer megamarkets may comprise 2/3rds of SanDisks revenues and include digital cameras, net TV and set top boxes, mp3 and digital video camcorders. Notably absent from the group is the PDA market. Eli does not feel this currently consitutes a megamarket, however the newer breeds of PDA such as the Casio E-100 and E-105 will change the face of palm computing with color LCD screens. (I have already harped on this subjet previously. Personally, once the Palm Pilot devotees learn of the beauty of color screens there may be no turning back!) There was mention of a VGA quality movie being feasible which could be viewed from a CF card at a cost of 32 MB per hour of video. That is simply awesome. Eli listed companies (OEM's) which fall into each of these markets The industrial applications make up the other 1/3rd of revenues from flash memory sales and include such items as network routers, infrastructure base stations (wireless applications), Network PC's and SmartPhones. Eli listed a variety of heavy hitters (current or potential customers) that fall into each of these categories. Companies such as Cisco and Ericsson. Dr. Harari pointed out that SanDisk's success will be based on a diversity of megamarkets. He also stated emphatically that the company is focused on achieving the lowest cost, highest reliability product line with core flash architecture. Ausdauer

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