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

To: Ausdauer who wrote (12185)	6/23/2000 8:25:00 PM
From: David W. Tucker	Respond to of 60323

Just a yucky day for the stock and the first full-blown summer weekend approaching...the coming Christmas season should bring a whole new round of people looking at the stock, but with the wackiness of the stock market you never know if it even matters. I'm always looking for new situations similar to SNDK and RMBS...hard to find. dave

To: Ausdauer who wrote (12185)	6/23/2000 8:29:00 PM
From: Michael Kim	Read Replies (1) \| Respond to of 60323

Aus, I've bought into the SNDK/RMBS parallels. RMBS has been enjoying the fruits of their labors and the payoff of patented technological advances. As others have said, now that Tosh and Hit have caved in - everyone else will follow. Huge! SNDK also has patents on memory technology - and memory is so key as processors and software become ever more sophisticated and digital density demand increases, i.e. the desire to take higher-resolution pictures or record audio at a higher-fidelity. Plus, while you might upgrade your processor say once every couple years, you might buy memory every month. You only have one processor, but RAM is expandable. This should also be true for consumer devices - I buy one digital camera, but I might need a dozen memory cards (and 8MB is not enough let me tell ya!). As the flash mem devices proliferate - and you can bet there will be some applications that will surprise us - this demand will grow and grow. But the thing I like best is that this is primarily a consumer product (at least right now) - read "non-internet". Consumer demand can swell in huge waves, and I believe that we will see very strong demand for these new products whether they be cameras, mp3 recorders, digital voice recorders, etc. for quite some time. To be able to endow a small electronic device with over 100MB of portable memory is very significant! Sorry, so long-winded, but I think that SNDK could even out-Rambus RMBS.

To: Ausdauer who wrote (12185)	6/23/2000 10:17:00 PM
From: orkrious	Read Replies (1) \| Respond to of 60323

Aus, I agree with you and Michael. The similarities between RMBS and SNDK are uncanny. I am certain that the market will eventually recognize the value. It may be as soon as July 20. <VBG> I agree with Zeev; SEG is not done. INCA is still sitting on the offer too much. I did see that SEG filed another 144 for 500k shares. I saw it on Bloomberg maybe 10 days ago. Hopefully this is their last 500k. Whenever they are done we should take off. Whoever waits for the bottom will miss it, since they will only see it in the rearview mirror. You too have a good weekend. Jay

To: Ausdauer who wrote (12185)	6/24/2000 5:39:00 AM
From: Apollo	Read Replies (1) \| Respond to of 60323

comparing SNDK to RMBS. I still think the similarities are uncanny Similarities: Memory designers memory markets are large, and growing Both companies' stocks are tremendously volatile. Dissimilarities: Sandisk is partial owner, or owner, of fabrication plants; Rambus is fabless Sandisk's products, CF cards, are "in the tornado". Rambus's products, DRDRAM, have "crossed the chasm, are in the bowling alley with high-end PCs and workstations, but are not in the tornado yet". Rambus stock is richly valued, and still risky, IMHO. SNDK stock is undervalued, and its potential reach is underappreciated. It seems that SNDK's memory is closer to becoming the industry standard in its segments, than Rambus's DRDRAM is to becoming its industry standard. Rambus is a momentum darling at the moment. Stan