Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Pam who wrote (28054)	4/27/2005 12:46:50 AM
From: Cary Salsberg	Respond to of 60323

RE: "I looked at how SNDK fared in the last 9 years (why 9 years because there was no SNDK before that!) along with your proposed names and I think SNDK did just fine." And one picture is worth a 1000 words and a lifetime of analysis. SNDK did more than just fine, it was the leader. I don't know what conclusion to draw from the picture. Maybe, it is that the market is always right.

To: Pam who wrote (28054)	4/27/2005 1:00:12 AM
From: Cary Salsberg	Read Replies (1) \| Respond to of 60323

RE: "Samsung as the Gorilla of Nand flash business (at least for now) and it could do a lot of damage to SNDK and others if they decided to..." What is the relationship between SNDK's IP and Samsung's IP? What kind of damage could Samsung do?