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: Jerome Wittamer who wrote (2255)	12/30/1997 10:39:00 PM
From: Jason Rooks	Read Replies (1) \| Respond to of 60323

I read in this week's PCWeek that Microsoft is coming out with its version of the PalmPilot, called the PalmPC. Among the many features is a compact flash memory slot. I was wondering if the recent slide is due to information that the flash memory slot was using Intel's flash memory card--such a fact would indeed be a blow to SNDK. And while we all think that would be a poor decision by Microsoft because SNDK's flash memory is better than Intel's, that does not mean Microsoft wouldn't go with Intel. Okay, I know I am reaching here. Additionally, the article, page 8, Dec 22/29, says "compact flash memory slot" which should mean CF which is SNDK. But, I can't keep from wondering why the stock is so far off the $28 offering price. I think that PDAs and smart phones will provide a bigger market for SNDK than digital cameras, although SNDK's market dominance is yet to be established although the MMC looks hot. I continue to fear Intel as they have so much dominance and influence in the chip market.