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

To: Michael Kim who wrote (16807)	11/23/2000 1:08:04 AM
From: The Prophet	Read Replies (2) \| Respond to of 60323

For those who do not recall, it was approximately 1 year ago that a quake in Taiwan led to a 50% fall in the price of SNDK. In the subsequent 3 months, SNDK rose 500%. And, for those who do not go back 2 years, please recall that approximately 2 years ago, there was a misunderstood stock which also fell nearly 50%, from 75 to 38. That stock proceeded to rise nearly 4000% over the next 12 months. Of course, it was the Q. And finally, last year at this time, another equity fell approx 40% from a high of near 100 to 60 or so. Over the next 3 months, that stock rose 600%. The Bus. Happy Thanksgiving. Those who choose to remember generally will sleep well. The Prophet

To: Michael Kim who wrote (16807)	11/24/2000 2:05:54 PM
From: Ausdauer	Respond to of 60323

Aus, make it stop Mike, I would make it stop if I could. Believe me, stock ownership in SanDisk should include provisions for an IRS write-off for Zantac. A couple of points... 1) Consumer spending in my area for the holidays is expected to be up 4 to 5% in 2000 after a banner 1999. In the Midwest region unemployment remains low and the general feeling is that consumers will be willing to spend. 2) Most e-tailers that show consumer interest in electronics purchases list digital cameras high in their lists. PDA's and flash cards are also popular. 3) SanDisk is still fundamentally sound. I think the last three patents that were awarded are an indication of SanDisk's considerable R&D efforts. Two of the patents indicated that SanDisk is applying the lessons from the development of MLC technology (multibit per cell) to devise new controller technology. As a leader in this area they will be able to establish themselves on a manufacturing level while building an IP moat around their core product lines. From all I have read it would appear that MLC is very technically demanding. It is a double-edged sword. It will allow for great economies once perfected, but also is subject to lower yields if manufacturing tolerances are exceeded. We should know very soon how well Dominion has been prepared and outfitted to produce MLC NAND. Knowing that Toshiba and SanDisk are placing high hopes on this cooperative mission is comforting. 4) I am still waiting for SanDisk to announce new '987 licensees and give a spin to the Lexar settlement we recently learned of. The additional $8 million in licensing fees from Lexar, plus end-of-year adjustments to licensee estimates, plus new '987 licenses should add significantly to Q4 royalty revenues. The decline in legal fees and a banner holiday and Q1 aftermarket season should also help. SPECIAL THANKS TO BINX FOR THE PATENT LINX. Ausdauer@discouraged_yet_bullish.com