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


To: Art Bechhoefer who wrote (8059)11/11/1999 5:59:00 AM
From: Ausdauer  Read Replies (1) | Respond to of 60323
 
Art,

You said...

It's nice for a company to be in a market where no one, not even the competitors, can ship enough product to meet consumer demand.

If you had approached the CEO's of the major flash chip manufacturers a year ago and said...

"Do you expect manufacturing capacity to be sufficient to meet market demand for the foreseeable future?"

I am certain nobody would have predicted the situation that exists today.

"The digital photography, portable digital audio (mp3) and handheld computing/multimedia markets will enjoy exponential growth over the next several years. SanDisk stands at the foothills of these steep growth curves facing a near vertical ascent in demand for their flagship product. The inversion of the forces of supply and demand is certain to follow."

Ausdauer
SanDisk...See the Big Picture