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

To: Ausdauer who wrote (27231)	1/8/2005 9:14:54 AM
From: Bruno Cipolla	Read Replies (1) \| Respond to of 60323

re: combination of Flash and sram if there was some sort of ram inside the USB drive, then code couldn't be executed by the host processor. I.e. the pentium whatever can't directly execute code from ram in an attached storage medium. if you put some kind of general purpose processing power inside the usb pen, alongside flash and ram, then you have a miniature computer... too much ! B.

To: Ausdauer who wrote (27231)	1/8/2005 9:46:39 AM
From: Cooters	Read Replies (1) \| Respond to of 60323

Goldman snip on SNDK: SANDISK (SNDK - IL/N) - GROWTH IN NEW MP3 PLAYERS MAY BOOST Q4 REVENUE AND EPS - 1) Checks at the show indicate that Sandisk MP3 players (launched in Q404) are more popular than we first expected. If SNDK were to have sold 400,000 units in Q404, then it may be able to reach its guided revenue and gross margin range, implying modest upside to our current rev/eps estimates of $478M/$0.24. In addition, SNDK will be broadening its MP3 line up with the somewhat iPOD looking Sansa brand players. 2) Our checks showed that SNDK may be preparing to add Sigmatel as a supplier to its next generation Sansa players. 3) SNDK outlined continued expectations for growth in NAND flash demand. Our own supply demand model shows 6% oversupply in 2005, with particular issues in H105. 4) Cell phones with card slots will be an important new driver of growth for NAND flash demand. SNDK estimated cell phones with card slots will grow to 164 million units in 2005, from 87 million in 2004.