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


To: Tumbleweed who wrote (9129)2/9/2000 11:02:00 AM
From: Michael A. Gottesman  Read Replies (2) | Respond to of 60323
 
Well Joe,

He basic said that the company has just started to move. Expects the earning picture to continue increasing quarter to quarter as it has for a lease the next 5 years!!. He said that SNDK is a real contender and is in their with the big boys.

As regards all the garbage at the beginning of the Vcall on Radio Wall Street - skip to minute 32 as I said - I don't know how these guys think they are going to keep listeners - 32 minutes of personal crap to wave through in order to get to the meet and then, it cuts off in midsentence.

Mike G.



To: Tumbleweed who wrote (9129)2/9/2000 9:20:00 PM
From: Ausdauer  Read Replies (1) | Respond to of 60323
 
Joe,

re: radiow@llstreet

1) Clik! is worth more dead than alive.
2) Removable media needs to be durable. Rotating media is not going to make it in any form in the portable computing arena.
3) SanDisk unit sales Q-to-Q have been astounding.
4) SanDisk is becoming a major player in this field as evidenced by the JV with Toshiba.
5) SanDisk is the only investment you need to know for the removable memory market.
6) Flash memory is the floppy disc of the new millennium.

Bruce Setzer was lit up during his presentation.

Ausdauer