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

To: Rocky Reid who wrote (11478)	5/25/2000 6:17:00 AM
From: Tumbleweed	Respond to of 60323

Re: You Gotta Hand it to Sony... I thought that whole article was shamelessly biassed towards SOny. here is another one,sourced from the same press release, which as far as I can see is pretty much PC-biassed, which I think is an irrelevance unless anyone can say different. Sandisk is after the gadget market, is it not? Joe + Nine Major Taiwan Manufacturers Adopt Memory Stick Japan's Sony Corp has signed up nine Taiwanese manufacturers including the island's top PC maker and top notebook PC maker to use its "Memory Stick" digital recording format. "Sony is delighted to have this opportunity to work with Taiwan, which is now a key player in the global IT industry," said Sony senior vice president Yutaka Nakagawa in a statement. He said getting agreement from the Taiwan manufacturers, including Acer Inc and Quanta Computer Inc, was a coup for Memory Stick's worldwide adoption. "With the support of companies in Taiwan, Sony is certain to enhance the presence of the Memory Stick in the global market to make it a key transfer media for the digital network era," Nakagawa said. The Memory Stick is a small integrated recording device incorporating flash-memory technology, which enables the user to record and erase text, music and film. Sony is vying with a consortium led by Japanese rivals Matsushita Electric Industrial Co Ltd and Toshiba Corp for the new memory device standard. Sony's Betamax was beaten by a Matsushita-led group's VHS for the video cassette standard in the 1980s after initially gaining the lead. Sony said that three million Memory Sticks were shipped worldwide in the year to March, and 10 million are expected to be shipped in the current financial year. Shipments of devices compatible with the Memory Stick reached two million last year, and would increase to 20 million in the year to March 2002, it said. "With the convergence of communications, computers [and] consumer electronics into the internet appliance market, there is an increased need for robust yet compact storage devices," said Acer Laboratories Inc president Wu Chin. "Sony's Memory Stick addresses this requirement very well."

To: Rocky Reid who wrote (11478)	5/25/2000 11:24:00 AM
From: JRI	Read Replies (3) \| Respond to of 60323

What's the problem TODAY? Geez..no excuse for this stock not to be up..any thoughts? BTW- Chalk me up to those investors disappointed that SNDK can not get their message across...I have seen three articles in the past 2 days on Flash memory.....on how it is exploding........AT LEAST 5 other companies mentioned...no SNDK....at the very least, IR should be monitoring such articles, and sending the author some info on the company.....they need some free pub big time.......For company about to do 600m in sales, and growing well over 100% p.a....Amazing that this is a problem.. Also, who gets SNDK's investment banking biz...why are they touting more here? Keeping for long-term..but c'mon IR...get with it...