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

To: lkj who wrote (17033)	12/8/2000 5:58:19 PM
From: Ausdauer	Respond to of 60323

Khan, Thanks for the update on Palm! I am happy for SDMC/MMC despite my affections for CF. It would appear that MMC/SDMC may have a bunch of new slots by 2001. Funny that SmartMedia has had no penetration whatsoever in the handheld market, yet has strongholds in the digital film and the MP3 markets. The fact that SmartMedia is still hanging tight is a bit frustrating to me. I suspect that SanDisk will be one of Toshiba's best resellers. We should demand and expect quarterly updates from Mr. Calderoni on SmartMedia sales as a percentage of total revenues. I am also curious as to why PC peripherals are never mentioned in the revenue statements. They must have sold a buttload of PCMCIA adapters and CF/SmartMedia readers at this point. Ausdauer@will_SmartMedia_surpass_CompactFlash_in_SanDisk_holiday_sales?.com