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


To: Sam who wrote (8583)1/5/2000 1:02:00 PM
From: Ausdauer  Respond to of 60323
 
Sam,

Nice to see some resilience these days despite the early morning drops. Wish I had had a g.t.c. buy order @ $75.00 for a few hundred SNDK shares given today's volatility.

I am looking for $70-75 million in revenues this quarter and EPS of about 25 cents.
I think these are realistic expectations.

Hopefully this together with whatever news there is bottled up in the pipeline will help us establish a firm base in the $90-100 range. At a minimum we should know whether the MOU between SNDK and Toshiba will materialize.

Keep the faith.

Ausdauer
SanDisk...See the Big Picture



To: Sam who wrote (8583)1/5/2000 2:04:00 PM
From: Starlight  Respond to of 60323
 
O.T. Sam - There are some exceptions: EDIG soared yesterday, and again today. Any thoughts on that one? Betty? Everyone's expecting good things to come from the CES in Las Vegas which starts tomorrow. EDIG announced a deal this a.m. to produce the MP2000 music player. Check the YAHOO news for EDIG or the EDIG thread: Subject 13369

Betty



To: Sam who wrote (8583)1/7/2000 11:34:00 AM
From: Ausdauer  Respond to of 60323
 
Sam and Thread,

The battle heats up in Las Vegas.

techweb.com

The SD (Memory) card and Secure MMC are based on the MMC format, and are backward-compatible with MMC, but not with each other. MMC was co-developed by Sandisk and Siemens about five years ago; Sandisk now supports SD while Infineon, the former Siemens, is committed to Secure MMC.

FWIW, I was informed about two years ago that SanDisk owns the licensing rights for read/write/rewrite MMC flash memory while Siemens owns licensing rights for the ROM version. I am uncertain how this affects the Secure MMC card.

Ausdauer