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

To: Binx Bolling who wrote (6950)	9/12/1999 10:41:00 AM
From: Ausdauer	Respond to of 60323

Binx, From the Bloomberg article... *SanDisk is well-positioned to benefit from the explosive demand trends in the emerging markets for digital cameras, MP3 audio players and smart phones.* Mark Edelstone, a Morgan Stanley Dean Witter analyst *SanDisk has one of the largest earnings-per-share upside of any company we follow.* Dan Niles, a BancBoston Robertson Stephens analyst Niles expects royalty revenue for the second half, especially the fourth quarter, to have *huge upside* to his $19 million estimate. These guys rate SanDisk "outperform" and "buy", respectively. Maybe they know something we don't? Thanks for the post, Binx. Ausdauer

To: Binx Bolling who wrote (6950)	9/12/1999 10:50:00 AM
From: Ausdauer	Read Replies (2) \| Respond to of 60323

Binx, I did pick up Bloomberg's investment magazine this month (October 1999). There is an article on disruptive innovations by Clayton Christensen, a Harvard B-school professor. "Goldman Sachs, Merrill Lynch, Kodak and others facing serious disruptive threats stand at a fork in the road." "Digital photography is a disruptive technology to the silver-halide film market." "Handheld digital appliances - combinations of mobile phones and Palm Pilots of the sort being offered by Qualcomm - are beginning to disrupt notebook computers." Ausdauer