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

To: Larry S. who wrote (25639)	4/19/2004 2:25:24 AM
From: limtex	Read Replies (1) \| Respond to of 60323

Larry S - Useful comparsion. I can't remember what MUs earnings were for the last four years but I think I recall they weren't very good and threfore not comparable to SNDKs briliant performance but I don't think the market cares about SNDKs earnings any more it seems they have given it a ceiling. I wonder how many companies have done better than SNDK in the last year? Not many I bet and with such prospects going forward. SNDK has patents and I saw one of the new SD card video cameras this week but a big part of the future growth is going to be handsets and I have to say Samsung is a very tough competitor. I think that I saw they were going to introduce a new form factor flash memory card for their and knowibg the Koreans possibly other handsets. Does that get them over SNDKs patents? I hope NOK, the Chinese and MOT don't try the same thing if it does. Best, L