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

To: Road Walker who wrote (15824)	10/20/2000 3:43:55 PM
From: Tumbleweed	Respond to of 60323

Understatement of the year... "Our checks in the channel indicate Siemens already represents over 5% of SanDisk revenues only one quarter after shipments have begun." ML said they also signed Nokia and Ericsson. There are a lot more cell phones than digital cameras. John, I am amazed its that large already, especially since as a potential user of these phones myself(in Europe,keeping my ear to the ground on the GSM market) there is no real sign that they are around, as far as the public goes. So, if they are already 5% of shipments, when the public catches on, and kids start buying them, Sandisk shipments could be huge. Tw

To: Road Walker who wrote (15824)	10/20/2000 8:10:08 PM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

John Fowler, I am floored by the statistics in the Merrill Lynch report... A very bullish report. It specifically mentions the growth of the cellphone market for SanDisk, saying that it could add $5 billion to the TAM of SanDisk. "Our checks in the channel indicate Siemens already represents over 5% of SanDisk revenues only one quarter after shipments have begun." Now why was this disclosed to ML, but not publicly announced? Ausdauer