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

To: Ausdauer who wrote (10034)	4/2/2000 11:00:00 PM
From: Ron C	Read Replies (1) \| Respond to of 60323

Mitsubishi = Nikon <<http://www.mitsubishi.or.jp/e/search/index.html>> Click on the drop down menu and check out the companies owned by Mitsubishi Electric. Note: Is it possible that the hierarchy are not happy that this upstart from the U.S. has controlling patents. IMHO . Thank you Dr. H. R

To: Ausdauer who wrote (10034)	4/2/2000 11:45:00 PM
From: garyx	Read Replies (1) \| Respond to of 60323

If my action was discourteous, I humbly apologize. Thanks for the update. I like Sandisk and love pushing G&K thread their way. Also, I am in the market for a 2mb camera when prices drop under 500. As well, I have an mp3 player, its fantastic, and will grow exponentially.... This was what I had posted in G & K: SNDK Gorilla Update I found this trolling TMF, and haven't confirmed where it's from/and or its legitimacy. It is supposed to be from a broker. However, whether it's apocryphal or not, it summarizes current thinking on SNDK's place in the flash world SANDISK, having more than doubled in conjunction with its recent stock split, may be too high to accumulate at the moment. Seagate, which recently thought about selling some of its investment in SanDisk, reconsidered when the shares began to soar earlier this year. That was a wise decision, for two reasons. Last Friday, arguments were submitted to a Federal court concerning the patent infringement action against Lexar. A favorable decision on this key case has far reaching implications, as it will confirm that SanDisk, like QUALCOMM, holds a patent portfolio of considerable value that is not shown on the books. A decision should come within the next 60 days. Second, SanDisk has just been granted another patent on the design and construction of a flash memory chip, on the encasement of the printed circuit board in plastic, and on the actual design and shape of the metal contacts that connect the unit to a computer, camera, or other appliance. This patent, frankly, is so broad and covers such a large range of applications that it ensures the dominance of SanDisk in the fast growing market for nonvolatile, solid state digital storage. Investors henceforth will see a lot more licensing and royalty payments to SanDisk. Because of the extreme volatility of these shares, it may be possible to buy them at prices below 130, but not much below that.

To: Ausdauer who wrote (10034)	4/3/2000 2:56:00 AM
From: Binx Bolling	Read Replies (2) \| Respond to of 60323

"But DataPlay, a start-up company in Boulder, Colo., is entering a market crowded with inventors and businesses seeking to create the next major "form factor" -- the medium, like the floppy disk and DVD, that becomes used widely for data storage. In the music and digital film industries, hardware manufacturers have gravitated to "flash" memory -- solid-state storage media enclosed in small, plastic cases. But flash memory has drawbacks: For one, it's expensive. Sixty-four million bytes can cost $200. " nytimes.com "STORAGE Now, a Lot of Little Memories Newsweek, April 10, 2000 As MP3s and digital photography become more popular, the need for portable data storage is growing. Today's options (CompactFlash, Sony Memory Stick) are relatively expensive, ranging from $50 (for 32MB) to $649 (for 160MB). A new company called DataPlay has developed a tiny 500MB disc that it says will sell for $5 to $10. Unlike other data storage, DataPlay is a write-once medium, not rewritable. That keeps the price down?and helps make it secure for record labels and publishers who may release their content on the Lilliputian discs. N'Gai Croal and Rachel A. Cohen" newsweek.com