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

To: jkb who wrote (17710)	12/27/2000 11:50:15 PM
From: Paul Ma	Read Replies (1) \| Respond to of 60323

Microsoft .net made the top ten vapor list for wired.com i think so you are right :) Paul

To: jkb who wrote (17710)	12/28/2000 12:40:59 AM
From: hueyone	Respond to of 60323

The more I look at that Red Herring article---written by a fund manager, the more I think the article's conclusions are suspect. The article starts off with a glaring error about Sandisk's market share: SanDisk (Nasdaq: SNDK), with 40 percent of the flash-memory market. The most recent prediction for the semiconductor industry's year 2000 flash revenues that I have seen was for $11 billion dollars. (Please don't make me search for the link.) Sandisk's revenues will likely come in somewhere north of 600 million for year 2000---or about 5 1/2% of the overall flash market. I like SNDK and SSTI, but I don't think the author of that article did much research. (If he was referring to market share of compact flash cards or some other subset of flash, he should have said so.) redherring.com Best, Huey