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

To: Ausdauer who wrote (16864)	11/29/2000 9:23:58 AM
From: drew_m	Respond to of 60323

Aus, The Compaq iPaq is the real deal. I never thought Id leave the PalmOs for CE/PocketPC. After a week of trial use of a friends iPaq I am hooked. Too bad my wife has been trying to find for weeks. If anyone knows a where to get one please let me know. Drew

To: Ausdauer who wrote (16864)	11/29/2000 9:28:17 AM
From: Jon Cave	Read Replies (1) \| Respond to of 60323

B: Atmel Reiterates Positive Business Outlook; B: Atmel Reiterates Positive Business Outlook; Company to Present at Credit Suisse First Boston Technology Conference I know this company is not exactly in the same business as SNDK. But, I thought you guys could use any good news we can find. SAN JOSE, Calif., Nov 29, 2000 (BUSINESS WIRE) -- Atmel Corporation (Nasdaq:ATML) announced today that the Company will present to the investment community on November 30, 2000, as part of the Credit Suisse First Boston Annual Technology Conference in Phoenix, Arizona. Investors are invited to access the presentation at www.atmel.com and www.csfbtech.com. This webcast of Atmel's presentation will be available live on Thursday, November 30, 2000, at 9:00 a.m. Pacific Time, and will be archived for 30 days. Additionally, Donald Colvin, Atmel's Chief Financial Officer, reiterated the Company's outlook for its fourth quarter as previously stated in Atmel's most recent quarterly earnings conference call. In particular, revenue is expected to grow by 7 to 8 percent sequentially, driven by strong demand for Atmel's products across a wide range of end markets. Stated Colvin, "Business conditions remain healthy and we are tracking with the guidance given during our last quarterly earnings conference call." About Atmel Founded in 1984, Atmel Corporation is headquartered in San Jose, California, with principal manufacturing facilities in Colorado Springs, Colorado, Grenoble, Nantes and Rousset, France and Heilbronn, Germany, Irving, Texas, and North Tyneside, England. Atmel designs, manufactures and markets on a worldwide basis advanced logic, mixed-signal, nonvolatile memory, and RF semiconductors. Atmel is also a leading provider of system-level integration semiconductor solutions using advanced CMOS, BiCMOS, BiPolar and SiGe process technologies. Atmel product and financial information can be retrieved from its Fax-on Demand service. In North America call 800/292-8635. Internationally from a fax phone, dial 408/441-0732. Requests may be sent via e-mail to literature@atmel.com or by visiting Atmel's website at atmel.com. Except for historical information contained herein, the matters set forth in this press release are forward looking statements that are subject to risks and uncertainties that could cause actual results to differ materially, including the impact of competitive products and pricing, timely design acceptance by our customers, timely introduction of new technologies, ability to ramp new products into volume, industry wide shifts in supply and demand for semiconductor products, industry overcapacity, effective and cost efficient utilization of manufacturing capacity, financial stability in foreign markets, ability to integrate and manage acquisitions, and other risks detailed from time to time in the Atmel's SEC reports and filings. CONTACT: Atmel Corporation, San Jose Donald Colvin, 408/436-4360 URL: businesswire.com Today's News On The Net - Business Wire's full file on the Internet with Hyperlinks to your home page. Copyright (C) 2000 Business Wire. All rights reserved.

To: Ausdauer who wrote (16864)	11/29/2000 2:11:53 PM
From: DaveMG	Read Replies (3) \| Respond to of 60323

What the hell are we missing There only seem to be a few viable scenarios that might explain what's happening with SNDK's stock price. 1)Most charitable to SNDK would be the "unfairly lumped in with the rest of the semi/memory makers" scenario, in which case the stock will certainly recover nicely as earnings continue to ramp, and this is another of those all too frequent great buying opportunities. 2)New products in the wings that will render obsolete SNDKs patents/technology, which as far as I can tell is not the problem at the moment. 3)Or, more difficult to get a grasp on, is that SNDK really is wading into murky waters, that all of the increased capacity is going to ultimately somewhere in the not too distant future result in cascading, cutthroat pricing, a scenario in which a relatively small player like SNDK will get eaten by Samsung, Toshiba etc.. IMO #3 is what Mr. Market must be grappling with. When I try to put my finger on what sort of built in competitive advantage SNDK has vis a vis the "Big Guys" I find it hard to pinpoint anything very specific that will suffice. Patent royalty alone doesn't seem to be enough to fall back on at this juncture. Does the JV with Toshiba protect SNDK from Toshiba if Toshiba decides it wants a bigger piece of the market to itself? Or Samsung, can't they just pump up capacity if they want to? We've read over and over again that FLASH is more specifically differentiated, specialized, than DRAM, and that this differentiation should somehow protect us. But is it so? We all know the end markets served by SNDK are exploding. Anecdodtal evidence seems to indicate digital cameras are selling like wildfire. We haven't even begun to see what happens when Flash slots are added to cellphones. So clearly demand ain't the problem. But bigger markets presumably attract bigger fish, fish who might be running short on food supplies elsewhere. Is the idea that Eli & Co are so nimble that they'll simply be able to outrun the rest? I don't know about the rest of you but I find it hard to get comfortable with any of the answers I can come up with to these questions, Dave....a long time lurqer and SNDK shareholder to boot..