Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Seldom_Blue who wrote (15478)	10/11/2000 6:12:12 AM
From: Theo Karantsalis	Read Replies (1) \| Respond to of 60323

Seldom Blue, "They have what they need. If the price is good, maybe they will get what they want." Sounds like a line from Donna Summer's, "Bad Girl." SanDisk strikes my fancy, as I believe we remain in the need department, as consumers scramble to get their 16MB flash memory for their Kodak DC-215's. Theo

To: Seldom_Blue who wrote (15478)	10/11/2000 8:04:25 AM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

Seldom Blue, PC Growth Thanks for coming to my defense, although I still feel like I am somewhat on shaky ground here. John has some important points. There are new software applications which may drive higher-end PC growth and voice recognition will definitely be a "killer app" for many businesses once the wrinkles are ironed out. I still don't see most households going out and buying voice recognition software as a must have. The other point I wish to make is that many businesses, both large and small, upgraded their PC base last year. This was a MAJOR capital expense in my organization and the Y2K upgrade is clearly a one-time event that both spurred PC growth (via upgrades) in 1999 and will diminish interest on the corporate level for subsequent capital purchases in 2000 and 2001. All IMHO. Aus