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

To: Tumbleweed who wrote (11077)	5/16/2000 7:00:00 AM
From: Ausdauer	Respond to of 60323

Are we in a tornado or not? The tornado cycle is typified by a severe inversion in the supply and demand dynamics. Because SanDisk is booked out for the next several quarters and because the entire flash market it supply constrained it is my opinion that we are already in a tornado cycle for flash memory. Also, look at the top line revenue and EPS acceleration for SanDisk. I think this says it all. It is hard to find a more compelling investment case than the case for SanDisk currently, especially since the share price has absolutely cratered despite all the good news. The "SanDisk Paradox" is alive and well. I also wanted to give credit to Steve Malsin who posted a link a few weeks ago that suggested total revenues from digital camera sales this year will exceed SLR sales. This is yet further substantiation of the tornadic activity that surrounds SanDisk. Aus

To: Tumbleweed who wrote (11077)	5/16/2000 3:45:00 PM
From: Sunny	Read Replies (1) \| Respond to of 60323

Joe, and all who have share info / links / experiences with me. I made the trip to the Camera stores and I found it very helpful to have someone knowledgeable talk about the pro's and con's of different features. I found the memory discussion most illuminating. Based upon my field trip, I have definitely decided to go with cameras that use CF. I also found that us.buy.com seemed to have the best prices of the stores I searched. For easy feature comparison I found us.buy.com to be the easiest to use and have the most comprehensive list of features. Since I am giving the camera to my son I planning to give him a choice from the following list: Nikon Coolpix 950 ($689) Epson PhotoPC 850Z ($620) Canon S20 ($669) Obviously the Epson and Nikon have better optical specs, but the size and simple handling attributes of the S20 plus 3.3MP are key usage points. If any one would care to share an opinion that may help guide us, I would appreciate it. Sunny