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

To: john david martin who wrote (1389)	11/8/1997 6:12:00 PM
From: Mike Winn	Read Replies (1) \| Respond to of 60323

John - glad to see you in this stock. I never understand the stock valuation "game". Some companies with loss or negligible revenue such as Yahoo, Lycos, Amazon.com, OnSale, CNet, AOL, etc. are valued based on future revenue, while other companies such as Sandisk are valued based on current revenue. But I look at the charts of those high valuation companies and the stocks seem to be flat for several months and all a sudden, somebody "discovered" the stock and it took off. It's all possible that it can happen with Sandisk some day on a moment notice when it gets heavy promotion and momentum players move in. If this happen with Sandisk, it will be a better case for hype because Sandisk's future is warrantied thanks to the patents, standard, and licensing while the future of the other hot companies (Yahoo, Amazon.com, ...) is doubtful because of competition. I just take a look at the Sunday paper and a major camera store in my area has a one page ad. It's all about digital camera and digital camcorder, and seminars to process digital pictures and create web site, nothing mentioned about the traditional 35mm camera. One camera from Panasonic fits inside the pocket. We will know this Xmas how sales go.

To: john david martin who wrote (1389)	11/8/1997 6:39:00 PM
From: A.J. Mullen	Read Replies (3) \| Respond to of 60323

Mike, Jerome & all, allow me to play Devil's Advocate. I learn faster that way, at the expense of annoying some. There are already some very nifty handheld GPS systems for pilots that provide moving map displays. These are updated using an RS232 port. Versions that are permanently installed use data cartridges for this purpose. Easy updating is desirable because of changing radio frequencies and restricted areas, etc. These would seem to be an ideal place for flash memory. I think they currently use 'virtual memory' which is lept alive by a tiny battery that lasts a couple of years. Where is the advantage of a flash card? They've been doing fine using current technology. The size of GPS devices are limited by the size of the screen and they are already able to hold masses of information. The whole world is available. True you wouldn't want to lose your data base due to battery failure at a crucial moment, but you need power to display the info anyway. If GPS units have got by for a while without flash memories (or with limited flash memories?), are they really so essential for smart phones? Much of the info proposed for smart phones is similar to that provide by GPS units and they are of comparable size. Surely the power required to maintain a virtual memory is tiny compared with that reqired for the phone?