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

To: Ausdauer who wrote (13620)	8/5/2000 5:49:08 PM
From: orkrious	Respond to of 60323

While surfing the Q&K thread, I came across a post which linked an interview with Paul Johnson. Message 14165406 Since SNDK is likely a future Gorilla, this interview is worth reading. Even though I believe SNDK is grossly undervalued here, an appropriate thought from the interview to keep in mind going forward is ...We also say don’t get too worried about valuations because a Gorilla will always outdo your expectations for how valuable it can become... Interview with Paul Johnson can be found here. internetstocks.com Jay

To: Ausdauer who wrote (13620)	8/6/2000 8:08:18 AM
From: limtex	Respond to of 60323

Aus - There is still a shortage of most popular densities, from 4 Mbit to 64 Mbit devices. ASPs have surged by as much as 50% or more on some densities. Lead times are running into as many as 20+ weeks for most densities. This under-capacity situation is expected to last into 2002. Hmmm....... Best regards, L

To: Ausdauer who wrote (13620)	8/6/2000 1:54:37 PM
From: techreports	Respond to of 60323

Since SNDK is likely a future Gorilla, this interview is worth reading. Even though I believe SNDK is grossly undervalued here, an appropriate thought from the interview to keep in mind going forward is Hold on now..Don't throw that term around lightly. A gorilla must have a few things from what i remember. open propietary architecture? high switching costs? Have/already had hypergrowth? Mass market? How do they have a open proprietary architecture? Maybe, if digital cameras and mp3s players that had a CF slot only took SNDK compact flash cards, then that could be a open proprietary standard.. Or if Sandisk could receive royalties from all the CF players..