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

To: Bruno Cipolla who wrote (8518)	12/29/1999 5:24:00 PM
From: Art Bechhoefer	Read Replies (2) \| Respond to of 60323

Paine Webber was very slow to recognize the potential in QUALCOMM, just like so many investment firms ignored the potential in SanDisk. I'm sure Paine Webber bought plenty of shares before coming out with its recommendation. Many similarities between QCOM and SNDK. Both have a patent portfolio that assures they will dominate their respective technologies. Both have survived patent challenges. Both have creative and honest management teams and are continually coming out with more patented improvements for their technologies. The specifics of the Paine Webber recommendation on QCOM were known by a great many people who frequent the SI threads on QCOM. I must say, it took quite a while for Paine Webber to realize the significance of "high data rate" - a technology that makes it practical to use wireless technology for data communications. The analogy with SNDK is the prospective high capacity flash memories to be manufactured at the Toshiba joint venture in Virginia. This development makes possible higher performance portable computers that draw less battery power and are lighter and easier to carry around. Beyond that, it is likely that the common hard drive will be limited to very high capacity storage (greater than 2gb). A good way to measure the success of CF and the weakness in traditional hard drives is to watch the performance of Hutchinson Technology (HTCH), which has been the dominant manufacturer of a key component of hard drives.