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

To: limtex who wrote (20760)	8/24/2001 7:10:00 PM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

Cisco's latest optimism may indicate that SanDisk's industrial business will pick up... ...as a direct result. Clearly a stable demand for flash memory devices from the telecom markets will help to counterbalance some of the turbulence in the consumer markets experienced over the last 2 or 3 quarters. I have no idea whether the pricing improvements will stimulate more demand for flash products from the telecom industry, but I suspect that Eli's pricing "elasticity" argument extends beyond the consumer markets. The only other wild card is the Smart Modular/Solectron alliance with Lexar. SanDisk has a track record with some of the telecom players and my understanding is that they prefer NOR-based solutions. I think Eli mentioned some NAND products originating from the SanDisk/Toshiba JV were going to be qualified as well. siliconinvestor.com Aus