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

To: Art Bechhoefer who wrote (27796)	3/30/2005 10:06:20 AM
From: NHP	Read Replies (2) \| Respond to of 60323

Art or Anyone, OT While lying in bed half asleep yesterday morning and listening to WMAL in Washington DC, I heard the commentator say that the Washington Nationals are still selling advertising space for RFK stadium. I think that the price stated was $2M per year. That is all I heard. This morning I did a search on the subject, and found: " Tony Tavares: Obviously, we have to get the RFK ready. That's first and foremost in our thoughts. Selling tickets are just as important and we are off to a good start. We are getting ready to roll out miniplans. We are looking to sell advertising inside the stadium. We have to hire more staff, which is almost complete." washington.nationals.mlb.com Does anyone think that a SanDisk sign within the stadium would make any sense? NHP

To: Art Bechhoefer who wrote (27796)	3/30/2005 10:39:22 AM
From: Sam	Read Replies (2) \| Respond to of 60323

So why do SNDK shares fail to reflect optimism for 2005? Well, a lotta question marks for the remainder of 2005. But--if the info that people on this board are digging up is accurate, it would appear that things are setting up nicely for the benefit of SNDK. I think Mr. Market may be waiting for the upcoming report and CC to confirm this. If so, if there aren't any inventory suprises, any margin surprises, any talk of price wars or diminished demand--then we could be setting up for a nice run in April, maybe even (finally) overcoming that supply of stock that exists in the low-mid 30s (one of my fonder dreams<g>). Once that is gone, we go to 40 fairly quickly, and then a shot at the most recent highs in the mid-40s.... Hey a guy can dream a little, can't he?

To: Art Bechhoefer who wrote (27796)	3/30/2005 11:20:05 AM
From: Bruno Cipolla	Read Replies (1) \| Respond to of 60323

re: Intel model for expanding microprocessor demand Intel also built complete motherboards with the newest processors/chipsets, the boards were sold to small-medium PC builders that so could leapfrog the big ones with the latest processors to market. So the big players (Compaq, Dell ...) were "forced" to adopt the newer processors quickly in their own motherboards. This way market acceptance of the newer gear was highly accelerated, and Intel's profits maximized and competition kept at bay. Like Sandisk coming first to the market with higher density/performance/functionality (U3) USB drives, flash cards and the like, other companies being "forced" to quickly adopt higher capacity chips in order to stay competitive. Higher capacity chips being made by sandisk/toshiba of course.. Similar business model ... Intel and Sandisk...