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

To: Cooters who wrote (17802)	12/29/2000 2:04:17 PM
From: Ausdauer	Respond to of 60323

Cooters, Steve667, Limtex,... SDMC slots also hold MMC. Palm has already announced SDMC in the next generation of devices. SanDisk has the opportunity to balance production of SDMC vs. MMC based on anticipated demand. I suspect a lot of thought will go into the decision making. Until digital rights have solidified the scales tip in favor of MMC. I think that's a great start. I don't think anyone is expecting SDMC sales to rocket just because of the nascent demand in thehandset market. Clearly there needs to be an application to drive demand. And that application needs to be compelling. I still am trying to remain focused on burgeoning markets at hand: digital cameras, MP3 and handheld devices. The handset market will likely be a megamarket for SanDisk in the future. I think the continued maturation of digital photography, digital audio, and digital (portable) data management will serve as test grounds for the handset market. Recall that non-volatile memory cards are a relatively new concept for most consumers. We need to give them a chance to absorb the medium conceptually before drawing any final conclusions. Aus