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

To: Ausdauer who wrote (6942)	9/11/1999 10:45:00 AM
From: Keith A Walker	Read Replies (1) \| Respond to of 60323

Aus: "out of the closet", that's a new way to put it. I would have told you no matter what. SNDK is probably a sensible long-term position, just like BRCM or CSCO. Going short in my mind has nothing to do with the company at this point, just a pricing issue. By the way, there may be some new technologies that will compete with flash: mhtx.com These folks have holographic storage patents and technology in the portfolio. Probably wise to keep in mind. Good trading, Keith

To: Ausdauer who wrote (6942)	9/11/1999 1:12:00 PM
From: Bruno Cipolla	Read Replies (1) \| Respond to of 60323

re: attachment rate... depends on price.. i currently am at 4 compacflash to one camera. (16, 16, 16 and 4 MB) how many audio video cassettes do you have at home? B.

To: Ausdauer who wrote (6942)	9/12/1999 1:33:00 AM
From: Binx Bolling	Read Replies (2) \| Respond to of 60323

"The company designs the flash-memory chips, which then are manufactured by companies including Motorola Inc. and Matsushita Electric Industrial Company Ltd. The chips are shipped back to SanDisk's headquarters to be assembled in the memory cards. Intel Corp., the world's largest chipmaker, Toshiba, Japan's No. 2 chipmaker, Samsung Electronics and others pay royalties to SanDisk to license its technology, said Brandon Talaich, SanDisk spokesman. About a quarter of 1998 revenue came from licenses and royalties" quote.bloomberg.com