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.

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

To: Paul Moerman who wrote (13589)	8/4/2000 3:00:52 PM
From: Andre Williamson	Read Replies (1) \| Respond to of 60323

I like this better quicken.com

To: Paul Moerman who wrote (13589)	8/5/2000 10:38:58 AM
From: Rarebird	Read Replies (1) \| Respond to of 60323

The ROE, ROA, and ROIC is quite strong here. The difficult part of determining intrinsic value is determining the appropriate growth rates and discount rates 10 years out because so much can happen during that time frame. Quicken set the 10 year growth rate at about 17%. I think that's quite low and unrealistic. Today's mobile workforce is becoming increasingly dependent on portable devices to keep in touch, stay organized, and be informed. Armed with cellular telephones, personal digital assistants (PDAs), pagers, and mobile e-mail devices, people are desperate to bring all their data and resources with them when they leave the comfort of their home and PC. There is little doubt that all of these various devices will converge one day into a single device. The Nokia 9000 clearly points the way. The barrier to convergence is not electronics, but the varied formats and protocols used by the different types of data: voice, e-mail, calendar, and Web pages. Convergence will be enabled by the Internet and a common set of protocols that underlie all types of data. The Internet is all about being connected. Internet connectivity allowed university and government researchers to accelerate their work by months and years. As an extension to the Internet, the Web also depends on people being connected. Attempts have been made to deliver Web content to disconnected users, but these applications have generally been awkward to use and required a user to plan ahead by retrieving information they thought they might need on the road in advance. Memory has become somewhat limited too and that's partly where SNDK's flash cards come in. Ideally, people should have access to Web resources, and all their personal data, whether from public Web sites, intranets, or extranets, even when they are not physically connected to the Internet. In order to accomplish this, they need to have access from devices other than computers. Portable handheld devices are evolving into a widespread means of communication. Web access must be provided for these devices in spite of their limitations. We need tons of memory in a very small compact device that we can carry in a case attached to our belt buckle. SNDK is poised to reap the rewards of the wireless revolution. Don't get me wrong. I love my PC and my Time Warner Road Runner Cable Connection. It's fast and reliable. But I don't want to be tied to my home all day. I want it all wherever I go. I need access to all my data and the world wide web wherever I am. It's like my credit card: I don't ever want to leave home without all my data and the Internet. I want it all in the palm of my hand.