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

To: Sam Citron who wrote (27998)	4/25/2005 10:31:50 AM
From: Cary Salsberg	Read Replies (2) \| Respond to of 60323

Hi Sam, 1. SNDK is doing very well. I've noticed this for a while, so I am watching it. 2. FLASH seems like an ideal candidate for eventual commodity pricing. 3. SNDK has patents and a competitive advantage, today. I don't know how long SNDK will be able to define the non-volatile memory market and be protected with its patents. SNDK doesn't own fundamental long term technology and isn't the source of advanced fabrication processes. 4. I don't like the phrase "what appears to be sustainable competitive advantage". Since this is the crux of the matter, a more convincing argument, one that attempts to deal with a few years out, is absolutely necessary. 5. Most analysis is short term and the one you presented is no different. I invest long term, so I need more than the obvious statements analysts make to induce short term volatility.