Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Binx Bolling who wrote (9160)	2/11/2000 1:15:00 PM
From: Binx Bolling	Respond to of 60323

SEMICONDUCTORS & SEMICONDUCTOR CAPITAL EQUIPMENT Gunnar T. Miller, Vice President, received his B.A. from Lehigh University. Before joining Goldman Sachs in February 1998, he spent eight years in various senior analyst and associate analyst positions at another Wall Street firm, with prior experience as an internal financial analyst. At Goldman Sachs, Mr. Miller covers semiconductor equipment manufacturers. Joe Moore received his B.A. from the University of California (San Diego) and his M.B.A. from the Amos Tuck School at Dartmouth. Prior to business school, he was a technical marketing engineer and a software applications engineer. Mr. Moore joined Goldman Sachs in mid-1994 and covers the semiconductor industry. Nathaniel H. Cohn received a B.S. from Tufts University, an M.S. from Columbia University, and an M.B.A. from the Wharton School. Prior to business school, Mr. Cohn spent five years as a design and product line applications engineer in the defense electronics and semiconductor industries. Mr. Cohn joined Goldman Sachs in 1998 and works with Joe Moore covering the semiconductor industry gs.com biz.yahoo.com

To: Binx Bolling who wrote (9160)	2/11/2000 1:31:00 PM
From: Starlight	Read Replies (1) \| Respond to of 60323

I thought the move now is AWAY from set-top boxes and more to hand-held devices. I read something recently about that, but doubt I could re-locate the source. Seems I recall it said "people don't want to interact with their TVs."

To: Binx Bolling who wrote (9160)	2/11/2000 9:06:00 PM
From: Craig Freeman	Read Replies (2) \| Respond to of 60323

Binx, re: "... a single set-top box that uses Sandisk Flash products?" I've been asking if you are long or short with no reply but now I'm sure. You don't own a single SNDK share and you are REALLY pissed at yourself for "missing the boat". A "set-top box" sits on top of your TV. If you could take pictures in the afternoon then shove a teeny card into your "box" and see the pics ... it would be better than Polaroids (anyone remember what happened to Polaroid shares when they were hot?) If you are Net-connected and you could send the pics to Grandma with your "remote", it would save figuring out how to run Windows. MSFT got hammered today. SNDK did just fine. It doesn't take a genius to figure out why (unfortunately I hold my share of MSFT and am feeling rather dumb at the moment). Craig