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

To: Binx Bolling who wrote (9602)	3/12/2000 8:47:00 AM
From: Ausdauer	Respond to of 60323

SanDisk technology is "disruptive" according to the discussion on Wall Street Week with Louis Rukeyser this past Friday night. This is a Gorilla Game term that describes an innovative technology that replaces a previously entrenched solution. *SanDisk is disruptive to chemical film processing. Digital photography and the value chain which has developed around it clearly threaten the 35mm film industry. SanDisk is disruptive to the previous distribution chain for the sale of content such as music, books, maps and other "digitizable" properties. SanDisk is disruptive to the PC market as it draws people away from their desktops and facilitates a mobile personal computing experience. SanDisk may revolutionize the current paradigm that governs how personal medical records are stored, accessed and transported. SanDisk is the only pure-play in the burgeoning digital photography, MP3/Internet audio and mobile computing/Internet-ready cell phone markets.* Ausdauer

To: Binx Bolling who wrote (9602)	3/12/2000 8:52:00 AM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

Given the recent problems with the proprietary memory cards for the Sony and Palm OS platforms I believe several on this Thread will have to retract statements that removable flash memory is a "commodity". If creating flawless removable flash memory solutions were a simple matter of manufacturing a "commodity" I doubt that these industry giants would be struggling with it... messages.yahoo.com messages.yahoo.com Long time Thread members may also recall earlier difficulties with SmartMedia and cross-platform applications such as the Diamond Rio! There are still labelling changes on the Diamond Multimedia boxes that warn of these conflicts. Ausdauer