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

To: Ausdauer who wrote (12447)	7/2/2000 3:42:22 PM
From: Michael Kim	Respond to of 60323

Did my part: Purchased a SanDisk 48mb CF card today. These are pretty hard to find, and they are just so darn expensive. This cost $119.99 at Office Depot - last one they had too. My Nikon Coolpix 800 shipped with an 8mb card (SanDisk) - but c'mon that's a joke at anything at decent resolution. Tomorrow's prediction: Very low volume, SNDK up. Long, long, long on SNDK.

To: Ausdauer who wrote (12447)	7/3/2000 11:43:24 AM
From: Allegoria	Read Replies (3) \| Respond to of 60323

SANDISK AND SST SIGN PATENT CROSS-LICENSING AGREEMENT FOR FLASH CARD PRODUCTS, July 8, 1998. sandisk.com Great headline…perhaps a little dated… Ausdauer, I thought I would quickly respond to your post to Art: Fat margins are always inviting - regardless of the market (or even sub markets…high / low density flash). The greatest amount of time I spent on DD with SSTI is whether their SuperFlash presents a great enough technological barrier to keep the competition away. I can't say for sure of SSTI, but it is rare when it is certain for any company… It is acknowledged that embedded code requirements will increase as hand held devices become more complex…no doubt about it. IMO this growth will not be in the form of cards as SNDK is pursuing...but smaller and smaller chips. I do not think SNDK will invade SSTI's territory, but vice versa… I also do not think that the market fairly valued Palm's decision to use the Secure Digital Card (SD Card) in future Palm brand products. Interestingly, PALM is a driver in SSTI's recent success as well (although I don't know who's flash EEPROM they are using: nikkeibp.asiabiztech.com IMO both SSTI & SNDK will continue to see their share price rise, although the level of risk at this point in time is greater with SSTI given the incredible increase it has experienced. Good luck, Eric