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

To: limtex who wrote (17690)	12/27/2000 5:24:54 PM
From: Ausdauer	Read Replies (3) \| Respond to of 60323

Limtex, I made a horrible mistake in January of 1997. Everyone predicted AOL would go belly up by adopting a monthly fee policy rather than an hourly rate. Guess what? The stock plummeted. Everone hated AOL. The early part of 1997 was their darkest day. Now AOL is an Internet superpower. Why? Because the market was so "elastic" that their infrastructure was overwhelmed by new "flat fee" subscribers in very short order. Conventional wisdom could not have been more wrong at that point and those with the conviction to swim against the stream have been duly rewarded. How does that affect SanDisk??? I am hoping there is still some slight chance that flash capacity isn't in oversupply right now, that people will still buy PC accessories (digicams, MP3's) despite the horrible economy, and that the two prongs of SanDisk's business model that are relatively immune to flash reaching commodity status (licensing revenues from raw chip manufacture and licensing fees from '987) will continue to be a substantial part of their net revenues going forward. These two arms of their book of business have zero net costs other than a portion of their R&D budget, a patent attorney or two, and someone to strike licensing agreements with SNDK's competitors and collaborators. That is still the hidden secret here. The Q4 earnings report may be pivotal for SNDK longs. Aus