Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: gdichaz who wrote (26940)	6/27/2000 9:20:00 PM
From: Mike Buckley	Read Replies (2) \| Respond to of 54805

Cha2, One "wild card" for me is that Sandisk seems to have the "form factor" which will fit best with wireless handhelds Is that because of the small size? What are the other reasons that make you think that? --Mike Buckley

To: gdichaz who wrote (26940)	6/28/2000 12:18:00 AM
From: NY Stew	Read Replies (1) \| Respond to of 54805

There is almost a classical battle with Sony and IBM. A few years back at the time of the MMC announcement it was apparent that Sandisk had moved the goal posts on the mechanical drive competition. Ausdauer and I discussed the future implications including a Dick Tracy style communicator. etown.com Another factor that has me invested in Sandisk again is the multi-level cell technology. Both Toshiba and Matsushita (Panasonic) have mentioned it on several occasions recently when talking of the future in flash memory. Regards Stew