Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Pam who wrote (26181)	6/23/2004 10:46:26 AM
From: pompsander	Read Replies (1) \| Respond to of 60323

The jump drive market is really quite amazing. At my company all sales reps (about fifty) were just issued low density flash drives (Kingston, I think) to use as portable back-up devices for presentations. This after one of the road warriers had a PC problem on the road. There were other computers available....but his had been the only one loaded with the presentation. Company decided issuing flash drives was an inexpensive way to avoid this problem in the future, and to ensure data created on the road was safely backed up before it could be returned to the office and saved on the server. This company does not just go out and buy stuff, so I thought it interesting that it made such a broad decision. We were burning CDs and relying on hard drives for initial back up....looks like a sea change for our reps.

To: Pam who wrote (26181)	6/23/2004 11:17:25 AM
From: Sam	Read Replies (1) \| Respond to of 60323

If this is happens and we assume 100mm flash drives, we are talking about a huge potential- 100mm x $50 (average stree value) $5B just from jump drive!! Since Sandisk and Toshiba are the only players with 4Gbit monolithic chip, I wouldn't be surprised if they have at least 40-50% of that market. Since next year's revs for SNDK are only estimated at 2.25B, there is somewhat a disconnect. The revenue from the jumpdrives is just one dimension of the implications of an explosion on that order--the other is that a huge amount of flash will get absorbed, relieving the concerns about supply/demand imbalances that have driven SNDK and other flash stocks so low. If this becomes widely recognized and accepted, the stock could double over the next 6 months or so. All IMHO, of course.

To: Pam who wrote (26181)	6/23/2004 1:25:50 PM
From: Steve 667	Read Replies (1) \| Respond to of 60323

Hi Pam, Add Pretec to the list. World's smallest USB drive: pretec.com Smallest 1 gig with a 2 gig coming out by year end! So the questions are: What difference does does all this nanometer stuff really make? Is the worlds smallest USB (not Sandisk's) drive made from 90nm parts? How many if these 16 companies pay (homage<g>) royalties to SNDK? It seems to me (ISTM) that 16 companies is a lot of companies to share the market with!!! As the Little Prince would say, these are questions of great importance. Remember we are just talking about USB drives here. Comments from everybody welcomed. Take care, Steve P.S. I noticed SNDK is not a member of the USB alliance list. Why? Also, some of of those on the list do not make USB drives.

To: Pam who wrote (26181)	6/25/2004 11:48:31 AM
From: Pam	Read Replies (1) \| Respond to of 60323

The latest short interest numbers as of June 15 are out and they have gone up! Looks like someone is confident that there is negative announcement in the making. This is the highest short interest in last 12 months. Jun. 15, 2004 31,457,898 6,892,567 4.56 May 14, 2004 27,054,157 7,558,696 3.58 Apr. 15, 2004 25,629,539 7,855,643 3.26 Mar. 15, 2004 24,699,633 9,503,778 2.60 Feb. 13, 2004 21,857,422 15,210,522 1.44 Jan. 15, 2004 20,719,412 11,914,144 1.74 Dec. 15, 2003 19,746,082 13,027,382 1.52 Nov. 14, 2003 21,281,472 7,614,400 2.79 Oct. 15, 2003 20,028,678 8,601,276 2.33 Sep. 15, 2003 22,193,206 6,281,944 3.53 Aug. 15, 2003 22,732,564 10,192,412 2.23 Jul. 15, 2003 23,006,068 7,676,890 3.00 -Pam