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

To: Barry Day who wrote (1186)	10/30/1997 10:00:00 PM
From: john david martin	Respond to of 60323

I believe a buying oppurtunity is at hand, however I don't buy that today's 10% decline was in line with tech selloff this is twice as much (5 vs 10) avg and it happened late in day AFTER news warning. This must be related.

To: Barry Day who wrote (1186)	10/30/1997 10:04:00 PM
From: Rex Dwyer	Read Replies (2) \| Respond to of 60323

SNDK has already demonstrated their ability to integrate a æController on their flash devices. They must have it to be able to put a CompactFlash on a single chip, as they announced in their 80M flash announcement recently. So, it would not be a stretch to license æController/Flash technology to Siemens. This is what I bet: On Wednesday, they will announce a licensing pact with Siemens for æControllers which include flash memory. It would be the perfect device for a cell phone. There are many companies working on integrating Flash with other gerneral digital logic. Rex