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

To: Dave who wrote (24596)	1/21/2004 8:04:50 AM
From: Ausdauer	Read Replies (2) \| Respond to of 60323

So, if we use a broad categorization of sorts, then the STX report is a negative for SNDK. And here all along I thought PC sales were in a rapid growth curve. Hard drives commoditized? Have I been asleep the last 5 years or what? (p.s. Dell and Gateway now offering full featured PC's with monitor for under $400. By the time you filter through all the individual components what is a HD really worth, $2.50 or so? www1.us.dell.com Aus

To: Dave who wrote (24596)	1/21/2004 10:27:01 AM
From: Howard R. Hansen	Respond to of 60323

I would say, but don't have the information, that hard drive sales are strongly correlated to PC sales. The DVR, digital video recorder, market with devices like TiVo is adding some diversification to the hard disk drive market. Now if they could build and sell a DVR with both hard and digital versatile disk recording capability for under $300 the market for hard disk drives would expand significantly.

To: Dave who wrote (24596)	1/21/2004 10:39:08 AM
From: Steve 667	Read Replies (1) \| Respond to of 60323

"This should put some pressure on SNDK today since it, too, is a tech company in storage." Pressure only by those who don't know what they are doing. Sandisk largest growth is coming from cameras and cell phones. Segate hard drives in phones look pretty silly, and they are very very heavy especially for small women. Same with cameras. Regarding flash key storage, sales do not correlate in line with hard disks. Flash key storage is bought by people who already have hard disks rather than by people who are buying hard disks. Furthermore if you look at revenue AND earnings growth over the last 8 quarters, STX doesn't even hold a candle to SNDK or LEXR. Apples and Oranges. We should see some good short covering Friday! Remember people who put pressure on SNDK stock, are the same folks who bought NANO stock on positive comments about nano-technology. Steve