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

To: wily who wrote (13754)	8/9/2000 5:45:11 PM
From: Ausdauer	Read Replies (4) \| Respond to of 60323

Wily, Another disappointing day on Wall Street for SanDisk. I wanted to get back to market projections. The Hitachi white paper is very recent... Hitachi Small Form Factor Flash White Paper: semiconductor.hitachi.com I believe it was written in July of 2000, thus it is a contemporary review of the current market situation for small removable flash memory cards. Let's say it is a very accurate "snapshot" of the current situation. I learned a lot about the impressions of the research firm that wrote the piece and even more about the potential for growth for SanDisk's target markets... Message 14184202 I believe the strength of SanDisk's product line is grossly underestimated. I believe the strength and breadth of SanDisk's product line is grossly misunderstood. The fact that CompactFlash and MMC (and SmartMedia for that matter) are left out of this cover pictorial on removable memory from the NY Times last year is a clear indication of how poorly we are understood... albums.photopoint.com IMHO, SanDisk is due for a big uptick. The question is when. What does it have going for it??? It is a unique "turnkey" provider of and specialist in flash technology, It is a flash memory pure-play, It is a digital photography pure-play, It is an MP3/Internet Audio pure-play, It is an electronic book pure-play, It is a handheld PC pure-play, It has a pristine balance sheet, It has been profitable for several years in a row, AND IT IS THE ONLY FLASH MEMORY PURE-PLAY THAT HAS DECISIVELY DEMONSTRATED THE INTRINSIC VALUE OF ITS INTELLECTUAL PROPERTY HOLDINGS. Proceeds from SanDisk's CF assembly patents have the potential, IMHO, rocket this stock to new highs sometime in the next few quarters. To see SNDK trading at 40 times my 2000 full year estimates is a disgrace. Message 14099042 I think we have had ample buying opportunities at this point. Ausdauer SanDisk...What's wrong with this picture?