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

To: Win-Lose-Draw who wrote (16944)	12/4/2000 11:39:57 PM
From: Ausdauer	Respond to of 60323

What happened to 2, 3, 6, 7, 9, 10, 11, 15, 16, 17, 18, 20??? "I believe he only included those products that have/use some form of flash..." Exactly, WLD. Fact is, things like CD burners and photorealistic ink jet printers are also on the list. At one point SanDisk had 4 items in the top 100: 16 and 32MB SmartMedia and 16 and 32MB CompactFlash. Amazon seems to use Viking as a primary supplier and the cards are priced to sell. SanDisk probably supplies most e-tailers via a larger intermediary such as Tech Data Corp. or Ingram Micro, while Amazon is large enough to have its own logistics and fulfillment center. Perhaps SanDisk has established relationships with others who then supply resellers both on-line and at retail. Clearly they can't be everywhere all the time with supply still constrained as it is. I still see the total pie for flash cards as getting bigger and bigger and hopefully SNDK will have their work cut out for them trying to fill their slice. I hope Casio, HWP and Compaq continue to promote their Pocket PC lines. This will lead to some additional consumption of MMC and CompactFlash. amazon.com Ausdauer@yes,were_on_Main_Street_but_we've_just_rounded_the_block.com