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

To: Steve 667 who wrote (26277)	7/1/2004 10:49:25 AM
From: Art Bechhoefer	Read Replies (1) \| Respond to of 60323

Steve, LEXR projected sales for the last quarter seem to be about double the period last year. A loss for the second quarter would indicate that LEXR had to dump some inventory, and they could have done that simply by lowering prices of stuff they are shipping or offering rebates (i.e., discounts) to retailers. For once, the Fool is on target. There is quite a difference in the prospects for SNDK and LEXR, even though both are treated by investors as if they suffer from the same problems. Art

To: Steve 667 who wrote (26277)	7/1/2004 11:31:45 AM
From: Bruno Cipolla	Respond to of 60323

6 Stocks for the Lazy Investor (May) fool.com SanDisk (Nasdaq: SNDK) is another volatile stock, but the company looks rock-solid simple. It's the leader in flash memory, those little chips found in everything from digital cameras to cell phones and MP3 players. Even if your memory chip comes from another producer, chances are SanDisk got a cut of the profit, because it licenses much of its intellectual property to others. As with FARO, this is a calculated bet on the future. With ever-increasing memory requirements for new gadgets, SanDisk stands in the best position to profit from this established technology trend.