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

To: Craig Freeman who wrote (19986)	4/6/2001 6:53:15 AM
From: Sam	Read Replies (2) \| Respond to of 60323

Craig, <<What the makers of removable storage devices really need to be able to do, he said, 'is to have something very small, with lots of memory, that is so cheap that you could almost throw it away.'>> I was thinking along the same lines. Make the 512mb and 1 gig flash chips, sure, but if it is possible to make a slew of, say, 128s very, very cheaply instead of the higher density chips, it might be worth Sandisk's while to devote a lot of capacity to that. But I'm not sure how the economics of that works out, if they could make 128s or 256s that much more cheaply than the higher density chips.

To: Craig Freeman who wrote (19986)	4/8/2001 12:38:15 PM
From: John Trader	Respond to of 60323

Craig, Thanks for your comments. I hope you are right about flash being the best solution. As I mentioned in the post before this one, I still have a lot to learn about this business. I am curious as to how people on this thread here view the stock now. I think a stock like this one could perhaps sort of gradually die out, if everything goes wrong, or it could explode massively to the upside within a couple of years. I sure hope it is the latter. There is both more risk and more potential reward I think with this one, but I am thinking that the risk side is not very high, and the potential reward is very big. Am I wrong? I wish I had more info on what the mood is inside the company now. Perhaps someone can shed some light on this. John