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

To: ralessipvh who wrote (15587)	10/14/2000 3:50:30 AM
From: Craig Freeman	Respond to of 60323

Rick, "Maifun" usually refers to "rice stick" noodle while "Saifun" refers to the (better for one's health) soy bean and/or mung bean noodle. I cook all at home and none have that classic "smell" of old sweat socks. If you want it and you want it done right, do it at home. Otherwise, order from a closely regarded source. IMHO, only the smartest people walk the Earth at night. The fact that Mr. Ping-Pong-Head is closed until sunrise makes one wonder. Should he FBI close in on our favorite Taco stand?

To: ralessipvh who wrote (15587)	10/14/2000 1:49:06 PM
From: Sam	Read Replies (1) \| Respond to of 60323

Rick, M-Systems (FLSH) makers embedded flash. Sandisk makes flash cards. These are two entirely different things. FLSH competes with SSTI, not Sandisk. Joseph and SSB have been bullish on FLSH and negative on SSTI for quite awhile now. I don't really understand why this is so--frankly, I think it might change if SST threw some investment banking business to SSB (I know, you're shocked, just shocked, let's round up the usual suspects), but they don't. I haven't investigated whether FLSH does use SSB for their investment banking, but I'd be willing to bet more than a few shares of their stock that they have and they do. In the meantime, it looks like if Sandisk does get into the embedded flash business, it will be alongside FLSH and Tower Semiconductor, both of whom use Saifun's technology (which won't produce anything until late 2002), and in opposition to SST, which is frantically trying to produce everything it can right now, as demand is overwhelming supply. Sam