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

To: Ausdauer who wrote (10255)	4/10/2000 11:15:00 AM
From: r.edwards	Respond to of 60323

from Voltaires porch To: lindelgs who wrote (11944) From: Dutch! Apr 10, 2000 10:21 AM Respond to Post # 11946 of 11947 SNDK vs SSTI. SSTI maybe a better way to play the flash memory storage arena. SSTI's earnings growth is accelerating at a more rapid pace with more upside potential. JMO Dutch

To: Ausdauer who wrote (10255)	4/10/2000 3:12:00 PM
From: Rocky Reid	Read Replies (1) \| Respond to of 60323

Cadillac's CarPC's Use CompactFlash! eet.com Cadillac is intent on putting in-car Pc's by this coming year and they use CompactFlash! If the auto industry standardizes on CompactFlash, watch out! This is another couple of million CF slots per year that need to be filled by Sandisk!

To: Ausdauer who wrote (10255)	4/10/2000 5:32:00 PM
From: Art Bechhoefer	Read Replies (1) \| Respond to of 60323

The company is required by law to tell prospective shareholders about the possibility of competition from other types of solid state, non-volatile storage. Mere mention of FRAM or other types of competition does not necessarily mean that compact flash actually has to compete with those products. Most aren't beyond the design stage, nor is it clear that price, performance, and reliability are such that the device can be considered serious competition. Nonetheless, the law requires mentioning competitors, viable or not.

To: Ausdauer who wrote (10255)	4/10/2000 7:49:00 PM
From: Craig Freeman	Read Replies (1) \| Respond to of 60323

Ausdauer, ever heard of "bubble memory"? Many years ago, I believe it was TI who invented non-volatile memory based upon pushing magnetic bubbles around. It was supposed to be faster and cheaper than RAM. When it finally got out the door it was slow, expensive and unreliable. When and if there are a million chips on shelves that can outrun standard flash, there's nothing to keep SNDK from licensing the technology and quietly tucking it into their flash cards. The thing to remember is that SNDK holds a lot of patents on non-volatile memory that apply whether it's built using upon silicon CMOS or kryptonite. Craig