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


To: Ausdauer who wrote (17597)12/23/2000 9:27:17 PM
From: The Prophet  Read Replies (1) | Respond to of 60323
 
Best Buy and Circuit City are pretty lean, with just a few cards of 32 MB and 64 MB CF and SM. Hard to know how much has been sold. There were some MMC's available, but also thin. Eli had cautioned that MMC sales were dissipating as the MP3 manufacturers transitioned to the SD card.

Any idea when the SD card and the SD MP3s will be available? Also, any idea about SNDK's royalty on the SD? Who else will be making it? Does it have a built-in controller? Will it be used eventually in digital cameras, or only PDAs and MP3s?

Prophet



To: Ausdauer who wrote (17597)12/24/2000 6:03:09 AM
From: Grashopper  Read Replies (2) | Respond to of 60323
 
I was webcruising a quiet weekend on SI and after reading your sndk posts ; i decided to check your SI biography...............well it def. confirms that your favorite stock is sndk and your favorite lady speaks for herself........Merry Xmas and thanks for being such a good supplier of info to all of us.......Grasshopper....ps if i had a random thought it would be that no stock is forever(the love for a young lady is a diff. story)..i just have too many cronies that held on to cisco and Lucent just a wee bit too long



To: Ausdauer who wrote (17597)12/24/2000 9:48:25 AM
From: limtex  Respond to of 60323
 
Aus - Would you kindly refrain from publishing any further details of increased sales or sold out inventory of SNDK or CF.

Such information published here could be of use to an analyst and next thing they might up-grade the stock before posters here have had a chance to get in very cheap.

We must allow the analysts to critisize without getting confused by information posted here. That way the shorts will start with SNDK and you need a good short postition when the company comes out with great numbers and interest rates are reduced in order to gt a very good pop.

<gg>

Best regards,

L