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

To: Binx Bolling who wrote (12959)	7/16/2000 10:15:54 PM
From: Michael Kim	Respond to of 60323

Here's a bit more from that CNBC Power Lunch talk on Friday with Kathy Dudley of State Street Research - this was stolen from the Raging Bull thread, so I'm not sure where they got it from: Cathy Dudly at State Street Research Author C R Nasmythe, CRN Report Source Cathy Dudley (Added 7/14/2000 12:46:39 PM)Categories: Stock Picks Email link to this Article SPF 2000 with Cathy Dudly, Portfolio Manager at State Street Research SNDK makes compact flash memory; we're right at the beginning of a really strong up-move for the product cycle of compact flash memory and for the earnings cycle for SNDK SDNK owns the patents to this flash technology; many other compact flash manufacturers have to license the technology from SNDK - SNE licenses it for their Memory Stick SNDK has terrific manufacturing capability; it will be a terrific stock longer term SNDK up 4 7/16 at 72 15/16