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

To: Andre Williamson who wrote (21054)	10/29/2001 8:26:43 AM
From: Craig Freeman	Read Replies (1) \| Respond to of 60323

Andre, SNDK was originally in the business of licensing technology. They strayed from that business to buy interests in factories that make chips. SNDK had one roaring quarter because uuMC rocketed and then a disasterous plunge. And then everyone on Earth (Kingston, Lexar, "generic", etc.) flooded the market with cheap CF flash. On the other hand, SSTI still holds the patents that let them underprice everyone in chips used to make PCs and thereby maintain a lock on that market. They suffered when PC sales fell. While PC sales aren't wonderful, SSTI is doing just fine. Their inventory corrections are done, there are no huge investments to amortize, and their sales are rising. If only SNDK could say the same things. Not that I'm plugging SSTI ... it's just one of many better bets. Craig PS The graph link you provided to supposedly show small differences between SNDK and SSTI does not. Click on your own link: finance.yahoo.com What you'll see is that SNDK shares have fallen for the period and SSTI shares have risen. Change the period to 5 years and you'll see than SNDK shares were below flat while SSTI shares were up ~350%.