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

To: EJhonsa who wrote (14811)	9/16/2000 10:36:15 PM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

Eric, I never invested in SanDisk with the expectation they would sell a single flash memory card to the mobile phone market. I now realize how large the demand for MMC could be. I think it is safe to say that SanDisk is excited about the prospects of MMC in cellphones. Dr. Harari had an MP3-enabled cellphone at the SanDisk Annual Shareholders' Meeting in May and he was really pumped about it. He had recently been to a gala that SanDisk apparently co-sponsored and let Yo Yo Ma listen to some classical recordings on the phone. Eli said that he was very impressed with the sound quality. At the meeting he even pulled out the phone and then nimbly removed the MMC while talking and doing a PowerPoint presentation at the same time! He even had a pointer in one of his hands!!! albums.photopoint.com Initially all of the major handset manufacturers will probably be clammoring for MMC to enhance their offerings. Thus, I would expect an abrupt upsurge in MMC demand once Nokia, Ericsson, Motorola, Siemens, Audiovox, Bosch,... all come out with their competing MP3 capable devices. My understanding is that the flash RAM version of MMC is part of SanDisk's IP, while the ROM version (pre-loaded phone books, GPS maps, dictionaries...) is Siemens baby. I have two Siemens MMC cards and on the back there is a SanDisk copyright insignia. albums.photopoint.com [this photo cannot be republished without the written permission of Ausdauer] It seems that Secure MMC and Secure Digital Memory Card will be competing standards. I believe Secure MMC is being co-promoted by Siemens and Hitachi(?). But I think plain vanilla MMC will be a big seller. Pre-recorded cards don't clearly have a role just yet. Also, card security standards are just getting worked out and the content for distribution just doesn't seem ready for prime time just yet. The ongoing Napster litigation underscores this point. Ausdauer

To: EJhonsa who wrote (14811)	9/17/2000 1:57:38 AM
From: The Prophet	Read Replies (2) \| Respond to of 60323

Very well reasoned, as always. I think that once earnings start to accelerate, investors will reward SNDK with an expanding multiple. This stock may run away and hide in the ether... By the way, I recently purchased an iPAQ Pocket PC - I love it and think it will displace the Palm. What's great for SNDK is that many of the accesories utilize CF, including the CF Expansion Pack, and the CF Fax Modem used for internet access. This is a whole new burgeoning market for CF. According to Compaq and retailers, the iPAQ is a smash hit and they can't build them nearly fast enough. Currently, you'd be lucky to get them in 2 months on a back order.