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

To: orkrious who wrote (21197)	11/15/2001 10:51:17 PM
From: rjk01	Respond to of 60323

In my opinion among the flash player M-sys is the best positioned with an entry to Cellular market and prospect of their Keyondisc. The price share reflect that more then doubled since Sep 11

To: orkrious who wrote (21197)	11/16/2001 8:32:35 AM
From: Ausdauer	Respond to of 60323

Jay, the ML report you posted reads verbatim from Eli's Q3 synopsis... >soft/uncertain demand >pricing pressure >economies from process technology won't impact margins until later in 2002 Is this research or regurgitation of Eli's digest of the business outlook? Sounds like regurgitation to me. Aus