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

To: Art Bechhoefer who wrote (18143)	1/10/2001 4:50:53 PM
From: im a survivor	Read Replies (1) \| Respond to of 60323

Agreed....it's all a game....they upgrade when a stock is at it's high's and downgrade at the lows, or when they want shares. In any event, I think sndk is a tremendous bargain at this price....I only wish I had more shares....and I will, if the houses feel like bringing it down some more. Keith

To: Art Bechhoefer who wrote (18143)	1/11/2001 9:15:52 AM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

Low Density Cards Eli Harari: "We agree that the price is coming down. We think that's very positive. That's not a negative. In Consumer Electronics price coming down means more people are going to be able to afford it, more people are going to use it, and more applications are going to be enabled by it. The key is you have to have control of your media... your flash memory. And we have that. We both develop it and we manufacture it. We assemble it and we test it. We are vertically integrated in all aspects. We have the lowest cost in the industry." SanDisk supplemental information: Dr. Harari's statement refers specifically to the manufacturing cost of flash cards of capacities 8MB or higher (SanDisk does not supply cards of lower capacity), compared to SanDisk's estimation of the manufacturing costs of other flash card competitors. SanDisk believes this cost advantage is due primarily to the Double Density technology employed by SanDisk in its current products, as well as SanDisk's economies of scale, including high volume subcontractor card assembly and test in China, Taiwan and the Philippines. ____________________________________________________________________________________________________________ I keep wondering what the market will be for lower density MMC or SDMC cards for business applications. If lower density NOR flash gets really commoditized or if an oversupply drives costs way down, one could then envision a scenario where business may purchase large quantities of low density cards to preload with important information such as inventory lists, current pricing, a corporate phone and e-mail list,... Then when people need updated information they simply return the MMC to the IS department and have it updated. Very large files could thus be updated in a very simple fashion within a large organization without requiring individuals to download from the server and erase/rewrite to the card. This type of application would be useful for large catalogs of information. Clearly a totally wireless system with access to a central server and an integrated handheld device would make such a system obsolete, but a local wireless LAN won't help you out when travelling or on a business lunch. Either way low density flash availability may drive down costs to the point where this type of application makes sense. I still have no clue how SanDisk makes 8 or 16 MB flash cards given the transition to 256 megabit flash. Aus