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

To: Starlight who wrote (13361)	7/27/2000 4:55:13 PM
From: Ausdauer	Respond to of 60323

Sorting out the flash memory stew... Betty, I read your comments about the CNBC presentation. Only those willing to spend some time reviewing annual reports and analyzing target markets will get to understand the segmentation within the flash sector. SanDisk is badly misunderstood. Is today a turning point? The NASDAQ is busy tanking while we are down only -1/16 on very heavy volume today. Meanwhile SSTI is down -12 9/16 and FLSH is down -9 5/16 for the day. I am was very thrilled to learn that SSTI will seek outside sources for the ADC product. It confirms my beliefs about SSTI's capabilities, dispels the notion of a "single-chip" or "single-disk" solution for mass non-volative flash memory, and underscores SanDisk's position as a world class innovator and manufacturer of ultra-high density flash. Ausdauer SanDisk...The Post-PC Era Innovator

To: Starlight who wrote (13361)	7/28/2000 3:16:30 PM
From: hueyone	Read Replies (1) \| Respond to of 60323

Hi Elizabeth, Thank you for providing the link to the SSTI CEO interview on CNBC. I listened to the interview both live as well as the replay. I have a couple of brief comments. CNBC put up the graphic stating that SSTI's biggest rivals were INTC and ATMEL. This simply is not true. In fact the graphic was laughable because at the very moment CNBC pulled up the graphic, Mr. Yeh was next to the graphic saying "We hardly ever encounter competition from Intel, Atmel or AMD in the marketplace anymore." Competition is decreasing for SSTI in its low density market segment, not increasing, because SSTI can produce and sell low density, reliable flash more profitably than any competitor I know of by using its patented Superflash technology. For many flash makers, low density equals low margin. This is not the case for SSTI. In addition, what is defined as low density flash is a rolling target. By this time next year I expect 8mb and 16mb to be considered the low density market. While it is true that SSTI will be seeking to expand in to other flash markets, most of their earnings next year will come from a move up to 8mb and 16mb densities which will then be considered low density flash. I fully expect SSTI to maintain its cost advantage when the low density market becomes 8mb and 16mb next year---as well as maintain its superior revenue and earnings growth. Here is the link again for the CNBC SSTI CEO interview for those of you who missed it: cnbc.com Thanks again for providing that link and good luck to all, Huey