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: Ausdauer who wrote (9862)	3/28/2000 11:19:00 AM
From: Binx Bolling	Respond to of 60323

Sun setting on EPROM mkt.? "Quite a large number of people using EPROMs moved over to flash, but now prices on flash have gone up." techweb.com Supply-Chain Domino Effect -- Shortages of flash chips have spilled over into other nonvolatile-memory markets. "The unavailability of flash, in particular specialty flash, has caused many [customers] to come back to EEPROM or to postpone committing to flash," techweb.com

To: Ausdauer who wrote (9862)	3/28/2000 12:30:00 PM
From: Rocky Reid	Read Replies (1) \| Respond to of 60323

Please welcome me into the fold. I decided to finally buy SNDK today, a day where it is down 11 points. I've been following this stock and thread for awhile. SNDK, with its SD alliance with Toshiba, seems to have the future in its hands. The only obstacle I see is Sony and Memory Stick, but I think that there will be widespread industry reluctance to adopt Memory Stick. However, General Motor's recent Memory Stick announcement throws a wrench in the works. As far a mainstream consumer portable electronics goes, Sandisk's CompactFlash, MMC, and SD are 1000lb Gorillas. SNDK stock has been basing in the low-mid $100's (although fluctuating wildly). And Sandisk is still below the radar of the mainstream public and most of Wall Street. If a proper and effective marketing campaign were to begin (to my knowledge, Sandisk currently has NO marketing to speak of, and has not really needed it), this stock would explode upwards again as the company becomes more well known. This along with upcoming earnings and potential stock splits makes this very attractive, even at an $8.5 Billion Market Cap.