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


To: Starlight who wrote (11932)6/12/2000 2:06:00 PM
From: wily  Respond to of 60323
 
I thought the interview was pretty normal and fair -- about average for CNBC. They pointed out that Harari had sold $30MM worth of stock this year and he was given an opportunity to explain it, which he did.

I was surprised to hear that Sandisk is the market leader in Flash storage. Their product sales in 1999 were only $206MM, whereas the total Flash market was $4.5B. I guess they're drawing a distinction between NAND and NOR Flash?

Intel is credited with 25% (from a source I've seen -- I could probably come up with it if pressed) of the total Flash market; and AMD and Fujitsu each with 15%. Am I mixed up with my numbers?

wily



To: Starlight who wrote (11932)6/12/2000 2:18:00 PM
From: clean86  Read Replies (1) | Respond to of 60323
 
Yes and it doesn't seem to have helped the stock price either. Down over $5 after the interview. Thanks CNBC. I really wonder what they were trying to do with the questions they asked and their failure to mention SanDisk in the past. I guess they are trying to keep us off the map for a while longer.

Clean