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

To: Craig Freeman who wrote (12190)	6/24/2000 1:38:00 AM
From: Michael Kim	Read Replies (1) \| Respond to of 60323

Isn't interesting how everyone on the boards agrees about SNDK, yet the market continues to punish it? Let's remember that compact flash memory will become as common - and as necessary as - BATTERIES. That's a whole lotta units (at some point it could be "commoditized" where margins are squeezed so thin, that the only way to make any money is to sell a billion units a year - but that's a ways away!). And SNDK is positioned to sell not only their own brand, but to receive the potentially huge licensing revenues from other manufacturers and private label licensees. They get a piece of EVERYBODY's pie! Huge, huge. No wonder RMBS has doubled (oops, tripled) in a down year!