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


To: pompsander who wrote (26463)8/2/2004 5:51:21 PM
From: slacker711  Read Replies (1) | Respond to of 60323
 
If you can't see the presentation slides, they are available on the Sandisk site.

corporate-ir.net

Overall, the presentations basically followed the slide show.

However, the thing that jumped out at me during the presentation was Eli's optimism over the future of flash and his frustration over the fact that the investment community doesnt understand the opportunities. I havent listened to him often enough to know if that optimism/frustration has always been there....but it is definitely interesting to hear him make the case for flash over the next five years or so.

Slacker