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

To: JesseK who wrote (11694)	6/1/2000 8:15:00 PM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

Jesse, The On24 Interview I finally got the On24 link to work. Dr. Harari did a fantastic job keeping the interviewer on track. He stayed away from any speculation about the stock market and just told the story of CompactFlash and MMC, plain and simple. I think he got the message across very clearly. He also was very handy with an MP3-enabled cell phone with a 32 MB MMC and a Canon digital camera with a 300MB (!) CompactFlash card. The interviewer seemed very impressed! It is easy to see why. Dr. Harari's presentations are very polished. He covers a lot of ground in a very short period of time and communicates effectively. He remains conservative about earnings estimates for the balance of the year. This is vintage Harari. I am not worried at all. He did speak of MB capacity increases in the 30-40% range Q-over-Q and as long as the pricing environment is stable and die yields hold up the top line should follow in suit. He also talked about the importance of Dominion and the recently announced QCOM partnership. Good Luck to All Longs, Ausdauer