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

To: Sam who wrote (30687)	12/26/2005 11:11:06 AM
From: slacker711	Read Replies (1) \| Respond to of 60323

Honestly, any time a stock makes a big run, the Yahoo board gets overrun by idiots. I'm not sure if most of those people even believe what they post or if they just think that enough bearish (or bullish) comments can somehow move the stock. In any case, the Sony news is huge. If the size of the deal is accurate, it would almost have to indicate something outside of just MP3 players....even if Sony is moving to 8GB flash players, they dont have the volume to make their contract bigger than Apple's. A new flash based drive for the PSP seems like the most likely new offering. Slacker

To: Sam who wrote (30687)	12/26/2005 11:29:15 AM
From: pompsander	Read Replies (1) \| Respond to of 60323

Sam, as we all remember, one of Eli's key points over the years has been that what is good for NAND in general is good for SNDK. Anything which would indicate that an organization as forward-looking as Sony is engineering more and more NAND into it's products is simply good news, period. Falling back on tired old phrases: A rising tide lifts all ships; the same proportional piece of a bigger pie is a bigger piece overall; market demand by leaders begets market demand from followers...etc., etc. I agree with Slacker and you....very good news. Remember Eli's comment to the Mintel deal - - "Maybe we'll buy from them someday". Demand is in the driver's seat, which is just where we want it. I also hope this little tidbit from Micron quoted in the article was not missed: Micron's Chief Executive Steve Appleton told a Reuters Summit last month that the industry would move in coming years to using flash memory instead of hard disk drives for primary storage devices in notebook computers.