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

To: Sam who wrote (7481)	10/11/1999 10:02:00 AM
From: Ausdauer	Respond to of 60323

Sam, Thanks for the clarification. Let's hope for some stock price appreciation going into Christmas so that the secondary happens in a timely manner. Ausdauer

To: Sam who wrote (7481)	10/11/1999 10:25:00 AM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

Sam and Thread, I noticed today that... 1) FLSH is trading at $16 1/16 which is a new high. 2) SSTI is trading at $17, which is just off the old high of $18 7/8 a few weeks ago. Just wondering what a good Q3 report could do for a profitable company like SNDK. Ausdauer ($58)

To: Sam who wrote (7481)	10/11/1999 12:45:00 PM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

Sam and Thread, The final points I wanted to make regarding the c.c. are: 1) Eli mentioned that the Toshiba/SanDisk joint venture will produce the first "component/TSOP product" that SanDisk has made. I did not know what that meant and may have misinterpreted his comments. 2) NOR and NAND flash wafers will be manufactured for different niches. NOR has a very competitive cost structure and high endurance rating. These products are particularly well-suited for industrial/computer based applications. He describes the SanDisk NOR products as attaining a level of "excellence" that they will strive to recreate in other product lines. The NAND and NAND MLC products are better suited for audio and video consumer applications because of file sizes and less of an emphasis on endurance, although the endurance ratings are acceptable for the applications targeted. That is all for now. Ausdauer ($57 and change)