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

To: Ausdauer who wrote (13667)	8/7/2000 12:48:36 AM
From: JesseK	Read Replies (2) \| Respond to of 60323

Were the small investors that are getting screwed here. After a blowout quarter of 33 cents. The new and improved estimate for next quarter is a whopping 26 cents. How about the fourth quarter? It comes in at 31 cents. Now lets get to the real problem, NEXT YEAR. EPS is estimated to grow 19.5% year over year. Does that sound like the beginning of a tornado? Now I've heard of being conservative with estimates, but this is a joke. How could next quaters eps be less than this one. Remember we have more capacity coming online.. I smell a rat.. Eli what did you tell your hand picked brokerage firms, you know the ones that brought you public. How can Sandisk become a 5 billion dollar company and not pick up one more analyst that believes in your visions. Hell we lost a brokerage firm in Robertson Stephens. And probably or largest shareholder FIDELITY.. ALL IN MY HUMBLE OPINION JESSE CLANCY

To: Ausdauer who wrote (13667)	8/7/2000 2:04:57 AM
From: rjk01	Read Replies (1) \| Respond to of 60323

Ausdauer: would your or anyone else for that matter opinion. Those topics might have been covered by this board, is so please just give me the message# (links) 1. SuperFlash (SSTI) vs MicroFLASH (TSEM/Saifun) 2. edig and sndk (see switch to Texas Inst.DSP ) e.Digital Corporation (OTC: EDIG) announced today that it has been contracted byQDesign Corporation to create and deliver special edition portable digital music players incorporating a Texas Instruments DSP and featuring the QDesign QDX scalable music compression format. ragingbull.altavista.com 3. If anyone can comment on this interview by the edig group to wallstreet report.They think flash is the future in a big way. wallstreetreporter.com 4. Thanks and forgive me if those topics were covered in the past Here is the cover story on #1 above For today's applications at 0.25 micron (and above) many of the best-informed in the semiconductor business, feel that Silicon Storage Technology's (SSTI) proprietary SuperFlash has the edge over all its current competition for embedded flash technology. In SanDisk's opinion, a challenger to SSTI in the embedded flash market is rising in the form of microFLASH from Tower and Saifun, two small Israeli companies. SanDisk believes that once it transitions to 0.18 micron (and eventually 0.13) technology that microFLASH may be the best embedded flash technology available for programmable microcontrollers and SanDisk is hoping that with fab2 Tower can become its major supplier for controllers. Silicon Storage Technology SSTI has had quite a run in the last twelve months. In early July 1999, it's stock price(split adjusted) was below $8. Last week, after nearly touching $100, it slipped back into the low $80 range resulting in a $2.4 billion market valuation. SSTI is considered a pure play in embedded flash for storing code. It produces its own products with fab partners and licenses its SuperFlash technology to leading semiconductor companies such as Analog Devices, IBM, Motorola, Samsung, Sanyo, Seiko-Epson and TSMC to be embedded in semiconductor devices that integrate flash memory with other functions on a single chip. SSTI intends to leverage its SuperFlash technology to penetrate the high density mass storage markets, but this has yet to be accomplished. Rumors are that Saifun also has its eye on the mass storage market. Two repeatedly rumored Saifun partners/licensees are AMD and Fujitsu, but that's another story. SanDisk's opinion of SuperFLASH vs MicroFLASH So far, microFLASH is a well-kept secret still in the development stage. In the recent joint SanDisk/Tower conference call, Dr. Eli Haraari, president and CEO of SanDisk, choosing his words carefully, revealed his opinion: "We view the microFLASH as equivalent to that [SSTI's embedded flash technology], but significantly simpler to implement in any kind of logic product. So, if you look at SSTI's low density embedded flash [SuperFlash], microFLASH in our estimation has some very attractive advantages..." "The one thing that we see is a real, very very good advantage of microFLASH technology... is that to integrate that flash technology into an existing leading edge CMOS logic process is relatively straightforward relative to.. any other flash memory technology. As you go down in lithographic dimension, 0.18 micron, then 0.13 micron, lower voltage operations, you really want to make sure that by including a flash array for programmability you are not impacting [the complex design] negatively... . We think that microFLASH has the ability for embedded applications to be relatively straightforwardly integrated into .18 micron logic as well as .13 micron logic. That I think makes it a unique programmable technology that we hope we can take advantage of." This is the leader of world's top supplier of flash memory storage talking about a technology he is counting on to give his company an edge vs. the competition for a critical component in the most competitive of booming markets. Last year flash-memory sales were up over 70% making it the fastest-growing segment of the chip sector. That microFLASH is mentioned in the same sentence as SSTI is quite a compliment. That it is considered more attractive, might be an indication of things to come for both Tower and Saifun.