SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : WDC/Sandisk Corporation -- Ignore unavailable to you. Want to Upgrade?


To: Ausdauer who wrote (15060)9/26/2000 8:44:12 PM
From: Steve 667  Read Replies (2) | Respond to of 60323
 
You think SanDisk is not a worthwhile the investment because a fictitious 512 megabyte flash card would cost $1400.00?

Actually it is not fictitious. (unless you are talking about a Sandisk brand card).

The Delkin 512 MB Flash type II is $1076.
Sandisk has a smaller 440 MB card for $1270
(so if and when SNDK comes out with a 512 MB card, it should sell for just about $1400.)

A $1400 card available now is the Delkin 640 MB card.
Sandisk does not have one of these either.

I never said Sandisk was not a good investment. You seem to have a habit lately of trying to put words in other peoples mouths. No need. I have enough of my own words, thanks.

As for Pontis, I think they are just planning ahead. Perhaps you should re-read the minutes of the annual meeting.

I never read the minutes of the annual meeting of Pontis. What did it say?

And I thought it was you asking for a bit of objectivity on the thread. I guess I still don't get your point.

My point is two-fold. First these flash cards are still very expensive and they have a long way to go before they become cost effective household items, especially regarding MP3 players. It is rather disconcerting that in the larger capacity memory cards, Sandisk either does not even have a card on the market, or when they do it is much more expensive than the competition. Sandisk 440MB is $200 more than a Delkin 512MB card.

My second point is that it is possible to have more than one good investment. NEW CONCEPT Just because one company makes a more expensive and sophisticated product than another company, does not guarantee that it will make more money or that it's stock will appreciate more. Not by a long shot.

Regarding expanded horizons, I am not the one who is stuck on the number 1. As in 1 stock in a portfolio.

SNDK and SSTI are not mutually exclusive outside of your world.

Believe it or not, I can count even higher than 2. Shall we talk about CREE?

Steve 667
Flash - There is life outside of Sandisk