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

To: Tumbleweed who wrote (14951)	9/23/2000 5:53:28 AM
From: puborectalis	Respond to of 60323

digital camera explosion.......http://www.zdnet.com/zdnn/stories/news/0,4586,2631288,00.html

To: Tumbleweed who wrote (14951)	9/25/2000 1:51:59 AM
From: Craig Freeman	Read Replies (1) \| Respond to of 60323

Tumbleweed, re: "You forgot PDAs and cellphones ..." Considering Intel's recent Strataflash design wins in cell phones and the general lack of similar wins by SNDK, the cell phone market is not looking too good for CF and our favorite stock. PDAs could go either way (IMHO). re: "Even a small percentage of the cellphone market is many times the entire digicam market." SNDK sales into the cell phone market are meager at best. As the dust settles, it becomes increasingly clear that SNDK mainly sells flash for cameras. IMHO, the rest is up for grabs and SNDK isn't in the driver's seat in any arena. Check my earlier post on how to obtain a 10GB MP3 player for $229. It will be a LONG, LONG time before anyone will be able to buy an MP3 player with 10GB of flash for $229. Craig