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Technology Stocks : WDC/Sandisk Corporation -- Ignore unavailable to you. Want to Upgrade?

To: Craig Freeman who wrote (6847)	8/31/1999 10:35:00 PM
From: Gary Spiers	Read Replies (1) \| Respond to of 60323

Gary's Sandisk flash price comparison. Data taken from the www.anythingpc.com site. These are the ten cheapest in $/MB terms Sandisk products for today and ~1.5 months ago. Unit cost $/MB $/MB 7/17/99 8/31/99 Size Type 7/17/99 8/31/99 $98 $105.91 48MB Compact 2.04 $2.21 $386 $401.00 175MB II 2.21 $2.29 $619 $643.10 280MB II 2.21 $2.30 $490 $506.91 220MB II 2.23 $2.30 $193 $200.50 85MB II 2.27 $2.36 $144 $151.31 64MB Compact 2.25 $2.36 $221 $226.97 96MB Compact 2.30 $2.36 $182 $189.16 80MB Compact 2.28 $2.36 $86.00 $99.20 40MB Compact 2.15 $2.48 $1,010.00 $1,137.86 440MB II 2.30 $2.59 No. of items 72 52 Average $/MB 4.06 $4.66 Weighted average $/MB 3.49 $3.42 Number of items is the total number of Sandisk flash memory items listed. Average $/MB is obtained by adding up the $/MB for all items and dividing by the number of items. Unfortunately small cards tend to have high $/MB values (e.g. ~$26/MB for a 2MB CF card) the weighted average tries to offset this by accounting for a cards capacity. The weighted average is obtained by multiplying a cards size by its cost, summing this product and then dividing by the number of cards. I will let you draw your own conclusions. One final point - there was talk about a CF card holder, try the following URL: anythingpc.com Best Regards GaryS

To: Craig Freeman who wrote (6847)	8/31/1999 11:20:00 PM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

Craig, You replied to Anna in Vienna as follows... "IMHO, the best possible scenario would be for SNDK to buy Lexar AND a fab (or a piece thereof) for a combination of cash and shares. That would remove a "big question mark" (the Lexar lawsuit), consolidate SNDK's monopoly, increase market exposure, and provide a means of production to meet future needs. A quick look at SNDK's chart could be read as a sign that something similar has been in the works since May. The recent flurry of activity could be a sign that everything is about to come together. It's all speculation but it could be an interesting Halloween for SNDK." YOU HAVE JOINED THE OFFICIAL RANKS OF SanDisk BULLS!!! The simple fact is, SanDisk grows on you once you own shares. Resistance is futile. Ausdauer