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

To: Art Bechhoefer who wrote (18686)	1/26/2001 6:20:34 PM
From: Ausdauer	Read Replies (2) \| Respond to of 60323

Art, It was nice that you had a chance to speak with SanDisk IR. I agree with you that Eli and Frank projected a worse case scenario. I don't see how anyone could expect them to anticipate 2001 EPS given the current environment. I think their hope is that they are able to do a repeat of 2000 and that is very discouraging to say the least. Eli basically stated that they are going forward with their long range plans of building a state-of-the-art flash fab here in the US and have budgeted for the capital expenditures that will be needed to make this happen. Somewhat scary to think that they are expanding production at a time when inventories are bulging and the pricing environment seems hostile. Nevertheless, Eli must have some notion of what demand will be like in the second half of 2001 and beyond. Thus, he is taking bold steps here with the FlashVision venture. Execution will clearly be the biggest risk for investors. I have to think that SanDisk will need to begin down regulating the manufacturing in Taiwan. I wouldn't doubt that some of the UMC shares will be cashed out if there is a recovery in the Taiwan market. It seems clear that SNDK needs to prepare for the possibility that the second half of 2001 may not materialize as they predict. No doubt that there are some tough decisions to be made. Regardless of what anyone else may have to say about SanDisk's performance, 2000 was a huge year for them. I have held shares in the company for almost 3 years now and their growth has been impressive. It would appear that we are taking a breather now. The next few Q's may turn out to be very painful, not that the last 9 months have been a day at the beach either. I hope that most of the bad news is factored into the price now that all the dirty laundry has been aired in plain view. To think that 20 million shares could trade in one day is amazing. Hopefully some of these shares are in the hands of investors that share Eli's vision for this young company. Aus

To: Art Bechhoefer who wrote (18686)	1/26/2001 11:54:43 PM
From: Trader X	Read Replies (1) \| Respond to of 60323

What else could I ask for? Oh, I don't know... how about more carefully worded CC statements in an effort to keep from hurting the feelings of thin skinned sensitive types like interior designers and investors, to name but two. Just off the top of me head, that is.

To: Art Bechhoefer who wrote (18686)	1/27/2001 1:01:53 PM
From: Cooters	Read Replies (2) \| Respond to of 60323

A sneak peek at the next Palm --Courtesy of Wyodude on QCOM RB board. -- Cooters ragingbull.altavista.com A sneak peek at the next Palm By Damien Prat Special to CNET News.com January 26, 2001, 1:05 p.m. PT PARIS--A year after the release of the Palm Vx, a successor is on the handheld horizon. According to sources close to the company, the new handheld computer--likely to be dubbed the m505--will include lithium-polymer batteries and offer a postage stamp-sized expansion slot that rivals the Springboard slot on Handspring's Visor. Sources said Palm is working on two new systems: a black-and-white model priced at about $495 in France and a 16-bit color configuration that costs about $635 in France. The monochrome version will weigh less than 3.25 ounces, compared with the Palm Vx's 4 ounces. The color version will weigh between 3.9 and 4.3 ounces, based on the use of flexible lithium-polymer batteries. During its December earnings conference call, Palm executives said a Palm Vx-like device with a Secure Digital expansion slot should appear in the spring and a wireless handheld with the port will come in the second half of the year. Delivering on the company's promises of a slimmer color model, the 16-bit version will be only 1mm thicker than the Palm Vx, the company's most popular model. The processor is expected to be a 33MHz Motorola DragonBall VZ--the chip currently powering the newest Visors. Palm has said its next-generation handhelds will run version 4.0 of the Palm OS. A move to processors using a core from England's ARM is expected in 2002, when Version 5.0 of the OS debuts. Other details of the new systems, such as the amount of RAM, could become clear at Germany's CeBIT trade show in March, where sources said the new machines are scheduled to be shown. Palm declined to comment on the reports or on photographs purported to be of the new device that have been circulated on the Web. Staff writer Matthew Rothenberg translated, and News.com's Ian Fried contributed to this report.