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

To: ED PLOPA who wrote (1345)	11/5/1997 10:29:00 PM
From: OrionX	Read Replies (1) \| Respond to of 60323

IMO, all those that realize the significance of today's announcement have held or will buy more if they sold. The potential is TOO HUGE! Probably more announcements to follow until Comdex. Regarding manufacturing capacity I'm sure those that make CF components now will probably join in to fabricate these new "stamps" so I don't see a manufacturing capacity issue. Right? Also, if Seagate wants to maintain the 25% level, they will certainly have to buy up some of the new shares. Does that mean only 3/4 of the 3,000,000 shares will be available to the public? Do you think Seagate had something to do with "lowering" the share price so they wouldn't have to buy their 25% at too high a price? Mauro.

To: ED PLOPA who wrote (1345)	11/5/1997 10:33:00 PM
From: ED PLOPA	Read Replies (2) \| Respond to of 60323

Ed Plopa Let's just take a look at the potential of the numbers. Feel free to comment and/or criticize. QCOM alone is producing >300,000 hand sets per month x 12 is 3,600,000 handsets for QCOM only. If they use the cheapest MMC then annual revenues would be approx $94,000,000. And that's only QCOM's portion. Maybe, not all of the QCOM phones may contain a MMC, but I would expect that that percentage would nominal. Like, for that price why wouldn't QCOM include a MMC chip? Then throw in Nokia and Ericsson who purportly are larger producers of handsets than QCOM and you got the motherlode, baby!!! This is got to be too good to be true. Ed Plopa