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

To: Derek C. who wrote (10729)	4/30/2000 7:53:00 AM
From: Ausdauer	Respond to of 60323

Derek, Thanks for your clarification of the positions of some of the most visible players in the flash market. Your comments are once again succinct and enlightening. It has been said that... "Some apply facts like a drunk employs a street light, for support rather than illumination." Derek, thanks for illuminating us!!! I, too, believe the power of the SanDisk/Toshiba JV is being greatly underestimated. Eli mentioned that the JV will allow SanDisk to sell its first "TSOP" and I believe this is important to remember. Binx posted the following... Message 13350854 SanDisk's de-emphasis of the embedded market has always seemed a bit peculiar. I think the popularity of CF and MMC has forced them to realign their business model. It would be a relatively easy transition for SanDisk to begin selling high density flash for embedded storage, but it would potentially cannibalize their flash card business. Also, at this stage of the game SanDisk has enough on its plate and an entry into the low density commodity market for flash would unnecessarily siphon away the engineering talent needed for the upcoming JV and the upcoming transitions to 512Mbit and 1 gigabit flash chips. Had SanDisk been a larger company going into the digital millennium I think it would have been an absolute monster in many of the markets Derek has described. Having said that, I am content with their decision to pursue the consumer mega-markets with additional output set aside for high margin telecommunications applications. Ausdauer (still trying to figure out what a TSOP is. When I was in high school TSOP standed for "The Sound of Philadelphia". Does anyone remember them?)