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

To: limtex who wrote (26791)	10/14/2004 11:31:58 AM
From: Pam	Read Replies (3) \| Respond to of 60323

Hi Limitex, I couldn't agree with you more. It will take a while to restore confidence into this one. By the way, is it just me or others also think that this stock is just too volatile for the kind of newsflow it has? I haven't been following MU or IFX or some of the other memory players that closely but given the kind of news we have had in the past and yesterday in SNDK would one expect a similar %ge move up or down? SNDK has had fairly large number of wild swings in the last one year after eps and wonder if it is typically warranted or is it because of the so called investors or speculators or traders taking position in it? This stock is certainly not for the faint of hearts! Seems like it has too many short-term players and causes wild swings in the stock price. If I try to see if there were any hints to what was to happen, one thing that I noticed is that despite the nice rally between Aug 15 and Sep 15, short-interest went up (albeit small amount), which means some of the professionals were selling into the rallies. I doubt individuals were short-selling because most people were excited with the oppty ahead and with traditionally strong period ahead and lowest cost producer status one wouldn't have taken that stance. Certainly, the SB analyst Craig was right (and I certainly was wrong) that Sandisk lead into 90nm/4Gbit MLC was being marginalized. Sandisk's best q in terms of Mbit shipments growth q-over-q has been 40-50% and we need to do 90% Mbit growth this q over the most recent one to make the 515mm rev target (midpoint of 500-530)! I wouldn't say impossible but pretty daunting task, if I may say so. Unless of course the prices firm-up and that can mean higher revs for lower Mbits (seems unlikely though, the way Samsung has played its cards)! Where is the price elasticity when we need it?? Limitex, even if the 4Q is great, my feeling is lot of players are going to shy away. This is getting too wild for most investors and best play for traders. -Pam

To: limtex who wrote (26791)	10/14/2004 11:47:04 AM
From: Cooters	Respond to of 60323

KDDI launches mobile music service By Michiyo Nakamoto in Tokyo Published: October 14 2004 03:00 \| Last updated: October 14 2004 03:00 KDDI, Japan's second largest telecommunications group, yesterday said its mobile arm, au, would launch the world's first service offering full song downloads directly on to mobile phones. The new service, which is being launched in late November, will allow users to choose from among 10,000 songs on six websites and download them on to third-generation mobile phones for a few hundred yen, the equivalent of several dollars each. KDDI has signed up 20 record labels and is opening the service to all interested content providers. Tadashi Onodera, president, described the service as "ground-breaking". "We want to make this a defining service" for au, he said. If the music download service is successful in Japan, which has led the world in adopting 3G mobile phone technology and has been a pioneer in many wireless phone applications, it could encourage carriers in other countries to follow suit. If the service proves as popular as camera phones, it could help boost revenues at many mobile phone operators, which have struggled with high debts and saturated markets, and provide momentum for the growth of 3G. KDDI argues music downloads will be a "killer application" that will realise the true potential of 3G technology. "This is something that can only be done . . . with 3G. It is a service that is at the crossing point of two growing businesses - mobile phones and music downloading," KDDI said. The service is possible because KDDI's 3G technology offers much faster download speeds than the W-CDMA technology that rivals such as DoCoMo and Vodafone use. Consequently, it will be possible to download one song in 30-40 seconds using KDDI's 3G network, whereas it would take about six times as long to download the same song on DoCoMo's network. Furthermore, a flat-rate data package offered by KDDI means users can download as many songs as they want without increasing their phone bill. The phone can store about 60 songs which can then be transferred to a memory card for further downloading. The group expects the new service to generate revenues by attracting new users, increasing the overall use of data downloads and obtaining a cut of content providers' sales. In contrast, the latest 3G service, which allows users to make payments using a special chip in its mobile phones, is aimed not so much at adding to revenues but more at reducing customer churn. KDDI will initially release four new handsets capable of accessing the music downloading service. But eventually it plans to ensure all new handsets for its most advanced 3G service will be able to perform the function.