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

To: Cary Salsberg who wrote (28027)	4/26/2005 1:35:22 PM
From: alanrs	Respond to of 60323

SNDK owns some IP for non-volatile memory. I think the interesting word in that sentence is SOME. Enough other companies are in this market so that the product will most likely become a commodity, with very low margins, eventually. There are also other non-volatile memory approaches out there that could replace NAND entirely. SNDK is in a good spot and executing well. They will never be a monopoly. If they stop executing well they won't even be a good investment. Again, I doubt SNDK is your cup of tea. ARS