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

To: limtex who wrote (26856)	10/17/2004 9:04:26 PM
From: Spheres	Respond to of 60323

Like Affymetrix, a Biotech analogue, SanDisk is a good company, with a good product, good positioning, a bright future, and a volatile stock. While AFFX has a unique and well protected product, SNDK is king of what many consider to be a commodity, rather than owner and driver of the technology; both are here to stay. Portable storage media, that does not require moving parts is the final iteration (tape, disk, zip, cd, dvd...) of a long evolution. It could be that we will all realize the utility of a ubiquitous network, and forget all about storage media, but certainly not in my timeframe of interest(<5 years). Yes, GM’s are shrinking faster than predicted, but the company is blasting-off with income and revenue records. So cheer up, they will survive the shakeout, and at a bargain price. On the other hand, if we compare SanDisk to Iomega, then, well… No, please arghhhh….