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

To: Craig Freeman who wrote (20530)	7/8/2001 9:33:53 AM
From: TREND1	Read Replies (2) \| Respond to of 60323

Craig Haven't been here in a while, but came here due to post on channel thread. And what do I see "Craig saying short SNDK" Rather than read the last 1,000 posts, can you tell me what the hell happened for you to become a bear on SNDK? Or am I reading the post wrong? Thanks in advance Larry Dudash

To: Craig Freeman who wrote (20530)	7/9/2001 7:22:18 AM
From: orkrious	Read Replies (1) \| Respond to of 60323

NEC <6701.T> to launch 1st PDA in Japan this year TOKYO, July 9 (Reuters) - NEC Corp, Japan's biggest personal computer maker, said on Monday it will launch its first personal digital assistant (PDA) by the end of this year in Japan's increasingly crowded market for the handheld devices. The new PDA will use Microsoft Corp's <MSFT.O> Windows CE operating system, instead of the more commonly used system developed by global PDA market leader Palm Inc <PALM.O>. "Considering its strengths in multimedia applications and linking up with PCs, we opted for CE," Osamu Iseki, a senior NEC manager for PDA product planning, told a news conference. The device will also use Intel Corp's <INTC.O> StrongArm processor, already used in Compaq Computer Corp's <CPQ.N> iPAQ, and include slots for a Compact Flash Type II card, which can be used for wireless communications as well as memory, and an SD Memory Card slot. A number of Japanese and foreign companies are jumping into Japan's PDA market, with Toshiba Corp <6502.T> among those expecting to offer new products this year. But Iseki, like other industry executives, said PDAs in Japan face particularly tough competition from highly popular Internet-enabled cellphones. NEC gave no price or sales targets for its PDA, but Katsuichi Tomita, an NEC senior vice president, stressed the company's intention to match its rivals in cost performance. "We won't put out a product that's not profitable," he said. He added NEC would especially target the commercial market, including developing applications for business use. NEC also unveiled a notebook computer for the Japanese market that can read both the Magic Gate Memory Stick recording media developed by Sony Corp <6758.T> and the SD Memory Cards developed by rival Matsushita Electric Industrial Co Ltd <6752.T>, Sandisk Corp <SNDK.O> and other firms.

To: Craig Freeman who wrote (20530)	7/10/2001 10:52:05 AM
From: Art Bechhoefer	Respond to of 60323

Regarding Samsung jumping into the high end of the NAND market, there are still reasons for holding SNDK. The main reason has to do with management quality. If you look at Samsung historically, you see that the company concentrates on price, not necessarily on performance, reliability, or innovative features. The company once before tried to get into the compact flash business without paying royalties to SanDisk and succeeded only in having its exports to the U.S. banned until it agreed to pay royalties. I think they'll still have to pay royalties, and if that's the case, then I don't care which company produces the stuff, as long as at least some royalties are going to SNDK. The other factor to bear in mind is that lower flash memory prices will greatly extend the market for flash memory, thereby assuring that it becomes the technology of choice for most applications requiring low power and extremely reliable performance. Whether SNDK can continue to maintain its position in the sector and make a profit is unknown, but I doubt whether Samsung is in any better position to make a profit than SanDisk. Art