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

To: Michael A. Gottesman who wrote (8847)	1/26/2000 5:44:00 PM
From: Michael A. Gottesman	Read Replies (2) \| Respond to of 60323

Matushita - 30 SD products this year. Digital Cameras -mmajor OEM & retail beneficiary Expect to ship significantly higher number of units of MMC in next quarter. Productions problems over Telecommunications - Flash Disk Competition - Short supply in next 2 quarters. Optimistic that new capacity (other companies) with not hurt them Sony Memory Stick - view it as catalyst to accelarate adoption of CF We feel both may last for a while Lexar - Hearing now in March for more witness deps. Confident in outcome favorable to SNDK