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

To: Binx Bolling who wrote (12290)	6/27/2000 5:55:00 PM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

Binx, The news release you posted... ...indicates to me that some wish to wait to see how the Palm deal will pan out. Removable memory will become a necessity for applications beyond PIM. The Palm endorsement is significant despite what anyone writes. I am convinced of that. BTW, I have read some reviews of the back-up module and the 8MB flash module that Handspring is peddling and they haven't been too favorable. I think we need an upbeat earnings report to assuage the market. These times will demand very selective stock picking by the institutions and SanDisk, by most measures, is a very solid investment. An earnings surprise (more than 22½) will likely be required. I noticed that Alliance pre-announced excellent earnings projections for the quarter. They are about to enter the low density flash market and are the single largest private UMC shareholder. siliconinvestor.com Ausdauer

To: Binx Bolling who wrote (12290)	6/27/2000 6:19:00 PM
From: Ausdauer	Read Replies (2) \| Respond to of 60323

Binx, we were mystified how Palm could be so successful without memory expansion... ...and now they (Palm) are being criticized for a lack of vision??? That argument doesn't hold water, I'm afraid. I read a lengthy article about Jeff Hawkins and his original designs of Palm computing. Simplicity and the lack of expansion slots was a key design goal. It also appears the author of the piece you posted doesn't understand the concept of disk drive emulation and on-board controllers... "Now Palm is getting into the act. Still, there are pieces of the technology to figure out -- for instance, the consortium must figure out how to make SD cards work automatically when plugged into a device, without the hassle of installing or removing software. I think SanDisk is terribly misunderstood. Ausdauer