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

To: Ausdauer who wrote (14859)	9/19/2000 9:32:13 PM
From: docpaul	Respond to of 60323

Thanks for your warm response, Aus.. look forward to learning from you in the future.. can't help but comment on one particular point though. :D <<Finally, I apologize if it seems I made a value judgement about low denity code vs. ultra-high density storage flash. I have been accused of this many times now and I plead guilty. My investment in SNDK is based primarily on the novel applications they enable and only secondarily on the business model Eli and Co. have crafted. Personally, I don't feel the excitement of 2Mbit and 4Mbit flash. Personally, I have never been elated because of a high margin microcontroller in an electronic device.>> I'm sure that folks who invested in CSCO way back when weren't thrilled about the prospects of routers / switches, etc.. but were QUITE thrilled about the profits the company afforded them. :) Look at it this way... all of these consumer electronic devices that are complex enough to require code storage.. they all will need flash, and in particular low density NOR b/c of it's speed, price, and efficacy.. all of the devices that need your MMC and CF storage, they all also need a piece of code storage, in theory at least. :D Hope to continue learning together about this often misunderstood industry.. and all the best, as usual docpaul