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

To: Art Bechhoefer who wrote (20134)	4/19/2001 8:54:15 AM
From: Road Walker	Respond to of 60323

Art, re: "The best analog to current CF applications is conventional film, which sells well during the Christmas season and during spring and summer vacation periods. Since CF is resuable, its seasonality would be more so than for conventional film. On the other hand, the market for SDMC suggests something more akin to film demand--storage of images from camcorders, PDA's, MP3, etc." I agree, the only thing I would add is that sales seem to track sales of the devices (based on the warning being primarily an OEM problem). And the devices are very heavily weighted towards Christmas season sales. It could be that SanDisk is a great trading stock, buy before 2nd quarter earnings report when the guidance will be strong, sell before 4th quarter earnings report when the guidance will be poor. The jury is out for me if it's a core holding. John

To: Art Bechhoefer who wrote (20134)	4/19/2001 10:12:13 AM
From: Sam	Respond to of 60323

Art, <<One of the strategies for making removable flash cards less seasonable is to create a demand that is different from consumer demand.>> Speaking of which, I guess Sandisk was holding this card up their sleeve to take some of the sting out their report: siliconinvestor.com World's First Medical Trials of SanDisk's Wearable P-Tag Electronic Information Card Start This MonthOver 5,000 Patients Expected To Wear SanDisk P-Tags During The Three Month Trial Involving Three Texas Hospitals And 34 Health Maintenance Organizations SUNNYVALE, Calif., Apr 19, 2001 (BW HealthWire) -- SanDisk Corporation (Nasdaq: SNDK chart, msgs) announced today the world's first commercial medical trials of its P-Tag (Personal Tag) flash memory card, the industry's first wearable storage device for the health care market. The three-month trials, slated to start this month in the Dallas area, are expected to enroll more than 5,000 patients -- each of whom will have their complete medical records on the small, durable 8 megabyte (MB) P-Tags. .... more

To: Art Bechhoefer who wrote (20134)	4/19/2001 1:40:44 PM
From: NHP	Read Replies (1) \| Respond to of 60323

P-Tag Art, You wrote: >> In an earlier conversation with Frank Calderoni, I asked how this project [Personal Information Tag] was coming along. He indicated it was moving ahead but had no specific data or dates. << I found this at fortune.com: Summary SanDisk's flash memory products--some as small as a stamp--store data for cell phones, Palms, Net music players, and digital cameras. The U.S. Army ordered two million of SanDisk's P-tags for medical-data storage. ref: fortune.com NHP