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

To: Michael C. Woodward who wrote (2479)	1/29/1998 1:29:00 PM
From: Michael A. Gottesman	Respond to of 60323

Mike W.: At least we have 5 analysts following the co. now. As of a few weeks ago it was only 2. That in and of itself is a real plus. Mike G.

To: Michael C. Woodward who wrote (2479)	1/29/1998 1:33:00 PM
From: scott	Read Replies (2) \| Respond to of 60323

<<I checked Yahoo's Research on SanDisk this morning. Not quite as good as I would like to see. I think that it will improve 2H '98. Strong Buy 1 Moderate Buy 4 Hold 0 Moderate Sell 0 Strong Sell 0 >> I have come to view an overweighting in Strong Buy opinions as a strong contrarian indicator. No room for upgrades .....only room for downgrades. i.e. I am glad that more opinions are moderate buys rather than strong buys. .....other opinions???? Still holding and will wait to see how all the CF applications pan out. IBD had recent chart showing expected shipments of digital cameras to grow from '98e of just over 1 Mill to '00e of close to 3 Mill. Growi ng at a compound rate of around 65% per year??? Also, as mentioned on this thread so often, this is just the digital camera market. What about all the other potential applications. I think this investment (SNDK) still has GREAT potential but it will take a lot of patience

To: Michael C. Woodward who wrote (2479)	2/2/1998 4:58:00 PM
From: Jerome Wittamer	Read Replies (1) \| Respond to of 60323

Solid State Storage Markets and Technology at Record Levels Business Wire via Dow Jones Thought you all might find this interesting. SANTA BARBARA, Calif.--(BUSINESS WIRE)--Feb. 2, 1998--Solid state storage, including solid state disk (SSD) and flash memory, will show record growth in 1998, both in terms of unit shipments and revenues. According to the 1998 Solid State Disk and Flash Memory Market and Technology Report, total unit demand is estimated at approximately 6.7 million drives in 1998, up from 3.2 million in 1997. As for revenues, 1998 sales will total $458 million, up from $284 million in 1997. Based on the current trends, the solid state memory markets may be entering a period of extremely high growth. This is due to aggressive price reductions throughout the industry that have been observed over the past couple years. Solid state disk pricing has declined from an average price of $30 per MB in 1997 to around $15 per MB in 1998. Per MB pricing should continue to decline at this same rate for the foreseeable future, thereby greatly expanding the potential market for these devices. Similarly, flash memory has declined in average price from $24 per MB in 1997 to $16 per MB in 1998. All solid state memory pricing should be less than $5 per MB by the year 2000. Quantum, Imperial and DES together share the worldwide market share lead in solid state disk. Sandisk is the flash memory leader with 44 percent of the total flash memory market. The 1998 Solid State Disk and Flash Memory Market and Technology Report includes the following topics: semiconductor storage history, computer system limitations, RAID technology limitations, solid state memory comparisons, primary applications areas, SSD vs. cache, PC-card and sub-PCMCIA direction, among others. Market forecasts are segmented by computing environment, size & form factor, capacity and application, in addition to pricing, cost per MB and revenue outlooks. This report provides an updated look at the industry and its key issues through 2001. Companies supplying this market include: AMD, ATTO Technologies, BGI, Bit Microsystems, Disk Emulation Systems, Fujitsu, Hitachi, Hyundai, IBM, Imperial, Intel, Matsushita, Mitsubishi, M-Systems, Quantum, SanDisk, Seek Systems, Toshiba and Zitel. The report is approximately 150 pages and is currently available. The cost is $875. Call to receive a table of contents or executive summary. Peripheral Research may be reached at 805/563-9720 or faxed at 805/563-6020. They may also be reached via e-mail or waidprc@aol.com or golz@silcom.com.