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

To: orkrious who wrote (19562)	3/12/2001 8:36:05 AM
From: Road Walker	Respond to of 60323

Jay, re: "This is getting a little OT for the thread, but I can't believe PC's are ever going to get back to the heady growth days of the past. The market is saturated and constant upgrades are no longer needed. Software development just hasn't kept pace with hardware performance." I disagree. If you want to continue to discuss we can take it PM or to the Intel thread. John

To: orkrious who wrote (19562)	3/12/2001 10:34:22 AM
From: Art Bechhoefer	Read Replies (3) \| Respond to of 60323

"I can't believe PC's are ever going to get back to the heady growth days of the past." I think one of the key points, which is relevant here, is the trend toward hand held computers and/or Palm type devices for wired or wireless Internet access. Often these newer, portable devices contain flash memory to store files and programs. Intel recognized the movement away from PC's to hand held devices and accordingly shifted some of its production capacity from microprocessors for desktop or laptop computers to chips for wireless communication devices and flash memories. Whether Intel can become dominant in these new areas can't be determined immediately. But at least Intel saw the handwriting on the wall and switched to areas with higher potential growth. The fact that SanDisk is already well established in this growing market for hand held devices ought to improve its future earnings. Art