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: Paul Senior who wrote (9547)	3/9/2000 4:34:00 AM
From: garyx	Respond to of 60323

Fantastic post. This one is a keeper! G

To: Paul Senior who wrote (9547)	3/9/2000 6:37:00 AM
From: Art Bechhoefer	Respond to of 60323

Paul, thanks for the fund manager diary. I wonder if he's still interested in buying SNDK, now that it is 25% above what he paid for it last week (!). Art

To: Paul Senior who wrote (9547)	3/9/2000 7:18:00 AM
From: orkrious	Respond to of 60323

Paul, great link. I've posted the comments on SNDK for those too lazy to surf. Okay, having set the stage, you know by now that I think Sandisk is the next disruptive memory storage technology. Right now all it's used for is digital cameras and a few other applications that a year ago were more of a toy than a serious threat to companies like EMC, IBM, Quantum or Western Digital. That's changing in a hurry, though. EDIG is a $2b market cap company that develops hardware and the software OS for handheld digital audio and video recording and playback devices. This OS is specifically designed to operate using the tiny flash memory cards like those made by SNDK used in digital cameras. Currently SNDK flash memory cards can store 128 Megs of data, and will soon reach 1 Gig. You can store a lot of music on a 1 Gig card. Their hardware and software is Internet ready, can be upgraded over the Internet, and used to store downloaded music and video from the web. Increasingly, EDIG products will be used to play music in cars and in tiny handheld recorders and players. We don't know that this company will be the Microsoft of music and video handhelds, but it has an excellent franchise. If its OS is extended to other types of handheld devices like cell phones and Palm Pilots, it could prove to be a valuable company. Even without that, the explosion in Internet delivery of music may make this company into one of the better values in the music sector, which is very large ...I also added another 20,000 SNDK at 133, 10,000 SUNW at 75, and 10,000 RNWK at 143. These are all companies that totally dominate their sectors, and are still in the accelerating growth phase of their business, especially SNDK. SUNW has been reborn as the worlds connectivity actually accelerates.