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

To: KevRupert who wrote (14681)	9/9/2000 2:23:16 PM
From: Ausdauer	Respond to of 60323

I got several p-mails about Technology Investor Magazine... ...and wanted to give the web address. It is: technologyinvestor.com I usually buy it off the newstand if there is something of interest. They have added SNDK to one of their portfolios and it has been mentioned in several articles in the last few editions. Several other high-visibility stocks are in the "speculative" portfolio. technologyinvestor.com I like the magazine because it highlights high growth tech sub-sectors and gives you enough basic information to stimulate further research. It is not an exhaustive tech review. The October issue has a feature on flash memory and included SNDK, SSTI and FLSH in the discussion. The comments about SNDK are as follows... SanDisk specializes in high-density data storage. Its name is synonymous with removable flash memory cards. Its CF cards, MMC, SmartMedia cards and FlashDisk cards are purchased by numerous consumer electronics companies. SanDis designs its own flash meory chips and wafers, then outsources them to foundries in Taiwan. It's partnering with Toshiba to build a foundry in Virginia. [snip] In 1999, SanDisk led the flash memory card market with 27% of revenues. It should take the largest piece this year, too. SanDisk also leads in intellectual properties. SanDisk licenses its intellectual property to Intel, Samsung and many other chips-and-guts companies. Royalites from licensing agreements make up 12%-15% of revenues. SanDisk joined the battle to protect exclusive licensed files from being stolen on the Internet by software like Napster. Content protection for recordable media (CPRM) is big business. SanDisks Secure Digital card allows users to safely purchase and download encrypted (and non-encrypted) files over the Net. Ausdauer