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: Craig Freeman who wrote (9533)	3/8/2000 6:46:00 AM
From: Ausdauer	Respond to of 60323

Craig, The investment lessons I have learned can be summarized as follows: "My favorite holding period is forever." "I always sell my winners too soon." SanDisk has had a wonderful run-up in the aftermath of last quarter's results. The SanDisk PR people have been working hard at two major electronics expositions, Comdex in Las Vegas, Nevada and CeBIT in Hannover, Germany. As a result there has been a significant increase in SanDisk's visibility by the public and others in the industry. There has been a lot of good news recently, most notably the support of SanDisk memory solutions in Qualcomm's CDMA chipset and associated software suite (a.k.a. "Launchpad"), similar plans for support by the Symbian venture, and cooperative efforts with Diamond Multimedia/SIII for the next generation of the Rio! The list seems to go on and on. This is quite typical of an innovative & enabling technology. Applications seem to pop up everywhere you look. The exceptional difference here is that the applications happen to be in enormous consumer markets. Even more impressive is the fact that these markets are in themselves revolutionary... *digital photography replacing chemical based film developing Internet audio/mp3 redefining mechanisms of distribution for the recording industry handheld computing/telephony challenging/supplanting the traditional desktop PC Two other major announcements I am looking forward to include the consummation of the Toshiba/SanDisk JV and the resolution of the CompactFlash card assembly dispute. One cannot predict when these may occur. The only distractions I see currently would be a catastrophic natural disaster in Taiwan (By the way, we have already had one of these. We aren't due for another major event for at least another century or so.) or a catastrophic unnatural disaster** in Taiwan relating to the continued tension with mainland China. Having said that, it is tempting to at consider taking all or some of one's original investment off the table at these prices. Ausdauer

To: Craig Freeman who wrote (9533)	3/8/2000 1:24:00 PM
From: Ausdauer	Read Replies (3) \| Respond to of 60323

Craig and Thread, Dr. Harari asks for a "truce" between flash memory producers, including rival Sony. This is compliments of DJBEINO on the Alliance Semiconductor thread here at SI... semibiznews.com Although we are all competitors, in today's shortage, it doesn't matter, lamented Harari, referring to an unexpected "truce" in the flash memory card war between SanDisk and Sony Corp., which is promoting its Memory Stick format. I hate to see Dr. Harari lamenting. Maybe we should call for a "truce" here on the Thread as Derek has recommended. Both Sony and SanDisk will help promote consumer and OEM acceptance removable flash storage regardless of the form it takes. Ausdauer ($152.00)