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

To: clean86 who wrote (24555)	1/15/2004 9:15:02 AM
From: Road Walker	Read Replies (1) \| Respond to of 60323

08:03 ET SNDK sell-off yesterday a buying opportunity -- WR Hambrecht 65.25: WR Hambrecht reiterates its Buy and $105 price target on SanDisk as the firm views yesterday's sell-off (-6%) as the perfect opportunity to buy the stock ahead of its quarterly report. Samsung's positive commentary bodes very well for SanDisk as the co is poised to increase its flash card market share, as well as enjoy the fruits of the cell phone market with SD/mini-SD/MS Duo/RS MMC. The firm expects SanDisk will post Q4 upside and may experience less seasonality than its peers in Q1. Samsung sees '04 NAND flash bit growth of 180-200%, which supports the firm's opinion that the industry continues to accelerate, which bodes well for SanDisk.

To: clean86 who wrote (24555)	1/15/2004 9:35:29 AM
From: Bruno Cipolla	Read Replies (3) \| Respond to of 60323

re: Flash, zip, firewire, mac etc. "Mac users have lots of them (firewire)" yes, but mac is just 2-3% of market, so they don't matter "when you can get 3 750 mb zip disks for $40 and CDRW disks for $0.23 not to mention 5 DVD-R for $14.95. " i get DVD-Rs for about 2$each having gone thru floppies, ZIPs, CDs, CD-RWs, powered external IDE/parallel drives, Flash cards, USB flash drives and DVD-Rs ... Owning several CFs, Smartmedias, SDs, XDs and about 1GB of USB flash, i found that i use mostly USB flash, and, when i need more capacity, i burn a DVD. "Lexar still does better marketing." yes "I still Think the price of Flash needs to get lower for it to really be a huge seller in the data business. If I could buy a 4 gig Flash drive for $250 I would have several and so would the rest of the world." 4Gigs for 250$ will happen approximately in 2007-2008 not that far away... B.

To: clean86 who wrote (24555)	1/15/2004 3:39:48 PM
From: Tumbleweed	Read Replies (1) \| Respond to of 60323

True about the firewire ports on PC's but Mac users have lots of them. So? What are they, 5% or less of the market? Still I looked and a USB 2.0 HD is still only $115 for 40 Gigs. Flash drives are neat but $50 for 256mb is still expensive when you can get 3 750 mb zip disks for $40 and CDRW disks for $0.23 not to mention 5 DVD-R for $14.95. Different markets, different uses. Most computers dont have a CD RW drive, almost NO computers have zip drives (remember the 'click of death'?), rotating drives are more fragile whereas you can chuck a flash drive about to your hearts content, and if you only need 512Mb and not 40GB (maybe just to xfer stuff at the end of the day) then the extra 39.5Gb doesn't matter. All are great ways to move data though the Zip disks well they may be gone soon. I was just at MacWorld last week and Iomega wasn't there this year and they usually have a big booth. Indeed Did see several flash cards for sale however and the book I purchased on Digital Photography showed pictures of Lexar cards not Sandisk's. I own 3 Sandisk 512 ultra cards and 3 smaller MMC cards and yes 1 Lexar. Which they may have badged (or bought the flash memory) from Sandisk. Sandisk may have a big piece of the prize but Lexar still does better marketing. No arguments there I still Think the price of Flash needs to get lower for it to really be a huge seller in the data business. If I could buy a 4 gig Flash drive for $250 I would have several and so would the rest of the world. Give it 2 to 3 years The digital camera market is a completely different story just thinking about the rest of the data world here It may interest you to know that only a year or so ago people were making exactly the same comments about the digital camera market...why buy an expensive flash unit when I could buy the <proposed> hard disc units from new vendors (all gone now) or the IBM minidisc or the Sony with a CD writer in it? The price of flash fell, the rest was history. The price of flash (or future steady state media) will continue to fall, the rest will be history. Its just a matter of time, solid state will always be able to fall in price faster than rotating media. SOmeone recently pointed out that flash memory is now cheaper than 35mm film, ie if you threw away the flash memory after you had developed your pictures, as with film, it would still be cheaper. Only 3 or 4 years ago that would have been inconceivable to most people. Time is the friend of solid state.